Business Owners

Comprehensive planning designed around your specific needs as a Business Owner.


We recognize the challenges business owners face in managing their wealth. Since your company or professional practice is one of your most important assets, we work with you to offer customized products and services. We provide trusted advice and guidance to address many questions and situations that come up, including:

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  • What role does the business play in my overall wealth plan?

  • How do I manage my restricted/concentrated equity ownership position in the company?

  • I want to retain my key employees. What are the options available for offering an employer sponsored retirement plan?

  • How will the sale or transfer of the business impact my plan?

  • Do I have the appropriate insurance coverage for my family and my key employees?

Is your investment plan on track?. Email us.

1792 Capital of Wells Fargo Financial Network

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, DE, FL, GA, IL, KY, MD, MS, NC, NJ, OR, PA, SC, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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