Comprehensive Wealth Planning
Wealth planning encompasses more than managing assets. As advisors, we utilize a comprehensive approach to understand your financial priorities and help you achieve your goals. Below is a list of investment planning services available.
Your investment plan
- Assess your risk tolerance
- Rebalance or reposition assets as needed
Retirement assets and company benefits
- Retirement plan investments
- Stock option grants or restricted stock
Personal risk/family security generation
- Adequate insurance protection
- Management plan for incapacity/disability
Access to Banking and Lending Services through Wells Fargo affiliates¹
- Residential mortgage
- Securities-based lines of credit
Cash flow/cash reserve
- Emergency funds
- Cash alternatives
Education planning
- Invest for children or grandchildren
- Identify suitable tax-advantaged investments
Wealth preservation strategies
- Asset ownership, beneficiary designations
- Estate and Trust planning²
Income tax planning³
- Identify tax-efficient portfolio strategies
- Manage capital gains, losses, and alternative minimum tax (AMT) exposure
Charitable and community giving
- Explore charitable giving options and strategies to instill philanthropic values in the next generation
Planning for Business Owners
- Consider personal objectives in the framework of business objectives
- Discuss various risk mitigation techniques