Comprehensive Services

“Alone we can do so little; together we can do so much.” 
– Helen Keller


Expertise across many areas of wealth and investment management offers a wide variety of specialized wealth services and investment options. Using sophisticated strategies and a personalized planning approach, The Bass Foley Group is here to help grow, protect, manage and transition wealth.
FINANCIAL OVERVIEW
  • Clarify family values, goals and objectives

  • Identify immediate financial priorities


WEALTH PLANNING
  • Analyze current plan

  • Identify potential gaps

  • Develop and implement comprehensive wealth plan

  • Utilize hedging strategies


SPECIALIZED WEALTH MANAGEMENT
  • Implement life management services

  • Set up Special Needs Trust services

  • Establish legacy trusts

  • Engage professional real estate asset management services


INVESTMENT MANAGEMENT
  • Review portfolio holdings

  • Create custom portfolio

  • Employ cash flow strategies


LEGACY PLANNING
  • Review beneficiary and account titling

  • Implement estate and wealth transfer strategies


PHILANTHROPY
  • Establish philanthropic goals

  • Implement gifting techniques

LIABILITY MANAGEMENT* Liability analysis and optimization

Through Wells Fargo affiliates, The Bass Foley Group provides access to banking services to help:
  • Establish securities-based lines of credit

  • Gain residential mortgages

  • Tap home equity financing

  • Secure credit cards


INSURANCE AND ASSET PROTECTION**
  • Review and analyze needs and policies

  • Access life insurance and long-term care insurance

  • Consider wealth replacement strategies


RETIREMENT PLANS AND COMPANY BENEFIT COORDINATION
  • Analyze and coordinate retirement plan assets

  • Review executive stock compensation strategies

  • Optimize corporate benefits


RETIREMENT INCOME PLANNING
  • Design retirement income streams

  • Recommend spending strategies

  • Administer required minimum distributions

  • Identify Social Security and Medicare strategies


COORDINATION WITH CPA AND ATTORNEY***
  • Coordinate collaborative meetings

  • Review of legacy documents and tax returns

  • Implement tax-efficient investing strategies

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

* Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg

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

***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.