Comprehensive strategies designed around your business needs.

Since your company is one of your most important assets, we work with you to offer customized products and services to maximize its success and profitability. We can help you answer questions, such as:

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

  • How do I determine the value of my business?

  • What are my business’ short and long-term cash flow needs?

  • How can I better retain my key employees?

  • What are my options for passing my business along to a child?

  • How will the sale or transfer of the business impact my plan?

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

  • What are my options for buying out a partner?


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.