Professionals & Executives

“Our valued clients are at the center of everything we do.”

For business professionals or executives, a full balance sheet approach is needed in the analysis of their total wealth plan including the compensation package, equity positions, and other corporate benefits. Our team works together to develop and recommend appropriate strategies for each situation taking all financial considerations into account.

We help answer questions such as:

How do I better assess my professional risk?

What can I do to help preserve my concentrated equity portfolio?

How do I integrate my stock options into my overall wealth plan?

How can I better diversify my restricted or controlled stock positions?

Are my insurance and risk management plans appropriate?

Who can help manage my retirement/deferred compensation account(s) and track my outside investment strategy?

How secure is my pension and when should I begin collecting it?

How do I ensure my trust and estate is properly set up?


Click Here to Request a Meeting to Discuss Your Total Wealth Planning Needs. 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Diversification does not guarantee a profit or protect against loss in a declining market.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.