Specialty Wealth Services

Solutions that help improve your financial well-being.


Wealth Planning
Identify sources of income
Optimize spending and saving priorities
Develop and implement the plan

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

Asset Management
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies

Private Banking Services*
Through our Wells Fargo affiliates, we can access private banking services.  Learn more

Risk/Insurance Planning**
Customized risk management
Access life insurance and long-term care insurance
Liability Management* Liability analysis and optimization

Through our Wells Fargo affiliates, we have access to banking and lending products and services, including:
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards

Coordination with CPA & Attorney***
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies

Estate Planning & Philanthropy***
Review beneficiary and account titling
Implement trust, estate and wealth transfer strategies
Establish philanthropic and gifting techniques

Life Transitions Strategies
Death of a loved one
Job change
Birth of a child
Sudden income

Charitable and Community Giving
Discuss various charitable techniques

Click Here to Request More Information on Specialty Wealth Services.

* 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. 

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

***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.