Using time tested investment strategies and a personalized planning approach, we help you and your family organize your financial affairs and build a plan to grow, protect, and transition your wealth.
Wealth Planning
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Define an ideal and acceptable lifestyle
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Identify sources of income
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Optimize spending and saving priorities
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Develop and implement your plan
Retirement and Income Solutions
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Implement retirement savings strategies
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Design tax-efficient customized streams of income
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Recommend spending strategies
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Calculate required minimum distributions
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Identify Social Security and Medicare strategies
Portfolio Management
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Review portfolio holdings
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Implement custom strategies
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Employ cash flow strategies
Personal Financial Organization
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Clarify your values, goals and objectives
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Assess your current financial situation
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Identify short-term and long-term financial priorities
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Consolidate accounts and assets
Life Transitions Strategies
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Death of a loved one
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Job change
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Coping with Illness
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Marriage
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Birth of a child
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Sudden income
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Divorce
Estate Investment Planning and Philanthropy
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Review beneficiary and account titling
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Implement trust, estate, and wealth transfer strategies
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Establish philanthropic and gifting techniques
Risk and Insurance Planning*
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Customized risk management
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Access life insurance and long-term care insurance
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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:
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Securities-based financing
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Residential mortgages
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Home equity financing
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Business financing
Education Investment Planning
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Set up college savings accounts
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Implement 529 college savings plans
Coordination with Professionals***
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Coordinate collaborative meetings with CPA and Attorney
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Review of legacy documents and tax returns
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Implement tax-efficient investing strategies
Charitable and Community Giving
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Discuss various charitable techniques
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Explore strategies to instill philanthropic values in the next generation
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Planning consultations
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With your chosen attorney
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With your chosen tax advisor
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With your family and loved ones
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Corporate trustee services
* 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. 
***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.