Making

Potential Wealth Accumulation

  • Cash flow and budget planning

  • Personal financial statement

  • Retirement feasibility study

  • Government benefit optimization

Keeping

Potential Wealth Preservation

  • Income tax planning

  • Tax advantage solutions

  • Retirement distribution optimization

  • Tax gain/loss harvesting


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.
Growing

Potential Wealth Enhancement

  • Investment planning

  • Asset allocation

  • Investment strategies — traditional/non-traditional


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. 

Asset allocation does not guarantee a profit or protect against losses in a declining market. 
Protecting

Potential Wealth Protection

  • Risk budget

  • Risk management

  • Insurance coverage


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

Wealth Disposition

  • Estate planning strategies

  • Philanthropic and charitable endeavors

  • Legacy planning

  • Family dynamic and governance


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.  

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

FIDUCIARY GUIDANCE

Duty of Loyalty:

Best interest of clients. We must ALWAYS, first and foremost, serve the client’s best interests and place those interests ahead of our own.

Duty of Care:

Prudent management. For clients, this translates to how we manage the risks associated with managing wealth, which goes beyond investment product suitability, to help ensure that we are meeting our obligations to clients and beneficiaries, both in the present and the future.
The Arthur Woodby Financial Group of Wells Fargo Advisors

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 (CA, CO, FL, GA, IL, KS, KY, LA, MI, MO, NC, NY, OH, SC, TN, TX, VA, WA, WI, WV). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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