As part of our stewardship of your planning, we coordinate many different strategies to help address your needs.
Investment Management
Goals-based strategies
Customized investment strategies
Risk profile assessment
Rebalance strategies
De accumulation strategies
Investor behavior coaching
Planning For Diverse Communities
LGBTQ couples and families
Minority
Domestic partners and families
Extended families
Life Transition Strategies
Death of a loved one
Job change
Coping with illness
Marriage
Birth of a child
Retirement
Sudden income
DivorceIncome Tax Planning
Asset location strategies
Manage capital gains, losses, and alternative minimum tax (AMT) exposure
Roth conversions
Retirement plan distribution strategies
Additional Wealth Services
As a client of Alger, Donovan, Hermann Sampson Wealth Management Group client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and insurance as well as various customized and more traditional lending products.
Education Planning
Education savings strategies
Invest for children or grandchildren
Identify appropriate tax-advantaged investments
Retirement Planning
Social Security claiming strategies
Retirement plan investments
Retirement plan distributions
Retirement income strategies
Stock option grants or restricted stock
Wealth Preservation Strategies
Types of ownership; beneficiary designations
Wealth preservation strategies
Family wealth planning with next generation
Personal Risk/Family Security Generation
Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
LTC strategies
Charitable And Community Giving
Discuss various charitable techniques
Explore strategies to instill philanthropic values in the next generation
Cash Flow/Cash Reserve
Emergency funds
Cash alternatives
Planning For Business Owners
Consider personal objectives in the framework of business objectives
Discuss various risk mitigation techniques
Business retirement plans
Business valuations
Owner exit strategies
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. 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.
***Wells Fargo Advisors and its affiliates do not provide legal or tax advice. 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.
***Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.