3. Building your integrated wealth plan
We define specific approaches to implement your comprehensive wealth strategy. We incorporate your Envision® investment plan and build coordinated strategies for investments, retirement, estate, tax, education funding, lending, insurance and gifting.
Because your wealth plan may cover many different areas and multiple generations of family members, we coordinate with your other professional advisors as well as the Wells Fargo Advisors Wealth Management Consulting Group to help reach your goals.