Comprehensive Services



Using our sophisticated strategies and a personalized planning approach, we are there to help you and your family organize your financial affairs and build a plan to grow, protect, manage and transition your wealth.

Wealth Planning

Define an ideal and acceptable lifestyle
Identify sources of income
Optimize spending and saving priorities
Develop and implement a plan

 

Retirement & Income Solutions

Implement retirement savings strategies
Design tax efficient customized streams of income
Recommend spending strategies
Calculate required minimum distributions
Identify Social Security and Medicare strategies

 

Investment Management

Review portfolio holdings
Implement custom strategies
Employ cash flow strategies

 

Personal Financial Organization

Clarify your values, goals and objectives
Assess your current financial situation
Identify short-term and long-term financial priorities
Consolidate accounts and assets



Estate Planning & Philanthropy*

Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques

 

Risk Management*

Customized risk management
Access life insurance and long-term care insurance
Design wealth replacement strategies

 

Liability Management** Liability analysis and optimization

Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:

Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards

 

Education Investment Planning

Set up college savings accounts
Implement 529 college savings plans

 

Coordination with CPA & Attorney*

Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies

* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

** Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg

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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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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