Advisory Services

Portfolio Advisory

Institutional-level asset allocation, customized allocations, and combined strategies. Portfolio construction and instructions are tailored to meet your specific risk and outcome objectives.

Tax-Efficient Investment Strategies

Tax aware and tax-efficient processes built upon past success, rigorous research, expansive security selection, and risk awareness.

Responsible & Value Based Investing

Customize investment solutions that take ethical and moral values into account. This can include many concepts including Faith-based, Environment, Social, and Corporate Governance. 


Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, Casebeer McCollum Wealth Management will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.