Business Owners

Business owners have a unique set of planning needs. Our knowledge and experience help enable us to educate and advise our clients on the ownership and ultimate transition of their business, while our holistic approach aims to ensure that their business planning dovetails with their personal planning.

Many business owner clients are so focused on running their business that they have spent little time planning for the future. Often the questions and concerns that keep you up at night are lost in the busyness of the following workday. We strive to provide the trusted guidance and advice necessary to address many of these questions, including:

• What role does the business play in my overall wealth plan?

• How do I manage my restricted/concentrated equity ownership position in the company?

• I want to retain my key employees and maximize my own tax deferral. What employer sponsored retirement plans are best suited for my business?

• Do I have the appropriate insurance coverage for my family and my key employees?

• How do I get the next generation or my employees ready to take over?

• What are my transition options?

Resources for Business Owners

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 (AR, CA, CO, CT, FL, GA, HI, IL, MA, NC, NJ, NY, PA, SC, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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