- Tax PlanningAs the year draws to a close, it’s good practice to take stock of your financial situation, finish any important financial transactions by the end of the year and begin to look ahead to the next one. It can be helpful to refresh yourself on some of the key numbers related to year-end tax planning and take a peek at how they will change next year so that you can tackle any final items for 2023 and begin to plan for 2024. Read More →
- Charitable GivingFerguson Wellman helps our clients establish and clarify their philanthropic goals and provides education on basic charitable structures. We collaborate with CPAs and attorneys to evaluate and recommend the structure and source of charitable contributions for maximum tax savings and impact. Frequently, we help clients establish donor advised funds, process qualified charitable distributions from IRAs and identify highly appreciated securities for charitable donations.
- Estate Taxes
- Tax ServicesChris Bixby, CFP®, EA, senior vice president, joined Ferguson Wellman in 2021 and serves as portfolio and wealth manager for clients concentrated in the Puget Sound area. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand his/her clients’ goals and then provide the best financial and investment counsel. Additionally, Chris has an extensive background in tax preparation, planning and insurance services and is an enrolled agent tax professional. He is also a frequent lecturer and educator on tax topics. Chris is a member of the wealth management team and also a shareholder of the firm.
- Roth IRARead our fourth quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Samantha Pahlow, CTFA, AWMA® and Chris Bixby, CFP®, EA share their thoughts on tax and charitable planning and strategic Roth IRA conversions.
- Income TaxFiscal Cliff: A term used by economists regarding the implications of the expiration of income-tax cuts first enacted under President George W. Bush, the end of payroll-tax reductions and automatic decreases in government expenditures. There is concern that the combined effect of spending cuts and tax increases will be a clip of 3 percentage points from growth if allowed by Congress and the President to occur in 2013.
- Investment ManagementFerguson Wellman, West Bearing and Octavia Group, a division of Ferguson Wellman, collect and maintain your personal information so that we may provide investment management services to you. We collect your nonpublic information through various methods, including but not limited to the examples provided below...
- Mutual FundsComposition: Primarily high quality, large-cap American Depository Receipts (ADRs) from both developed and emerging countries. Also include international small-cap equity and emerging markets through emerging market and small-cap mutual funds
- Bonds
- Wealth ManagementOctavia Group encircles our investment and wealth management offering with amenities that impact clients’ quality of life. We designed a suite of services to foster financial peace of mind for affluent individuals and families, busy executives and clients who face a life-changing event. Our private family office is created to bring order, clarity and resiliency to their entire financial well-being. Each service has been carefully vetted and is managed with the utmost confidentiality.
- Accounting Services
- Financial PlanningChris currently serves on the board for KidsQuest Children’s Museum, and on the board of ReBuilding Hope! Sexual Assault Center in Pierce County, Washington, and is immediate past president. He previously served on the board of directors for the Financial Planning Association of Puget Sound, the board of directors for Run Vermont, the planned giving committee for the United Way of Chittenden County, the Tax Advisory Council for University of Vermont’s Continuing and Distance Education and the education committee for the Financial Planning Association of Puget Sound.
- Retirement PlanningFor more than 40 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage $8.4 billion for 990 clients.
- Long Term CareEalth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.
- Asset ManagementFerguson Wellman Capital Management, Inc. is a registered investment adviser that specializes in personalized asset management for its individual and family clients, as well as clients for the firm’s divisions, West Bearing Investments and Octavia Group. In compliance with the Securities and Exchange Commission’s Privacy Regulations for Investment Advisers, we are required to provide existing customers with this privacy notice. In accordance with that regulation, the material below describes how we collect, use and safeguard the information that is provided to us.
- Living Trusts
- Gifting Strategies
- College Funding