“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 of Wells Fargo Advisors is here to help grow, preserve, manage and transition wealth.
Cash Flow Management
- Analysis of Changing Jobs/Salary
- Analysis of ways to Provide Financial Support for Adult Children or Aging Parents
- Divorce Cash Flow Analysis
- Emergency Fund Planning
- Home Buy versus Rent Analysis
- Optimize Returns on Cash Holdings
- Vacation Home Planning
- Evaluating Alternative Investment Strategies
Retirement Planning
- Analyzing Retirement Timelines
- Planning for Housing Transition
- Retirement Cash Flow Analysis
- Retirement Lifestyle Goal Planning
- Retirement Plan Distribution Option Analysis
- Review Annual Social Security Statements
- RMD Planning/Execution
- Pension Distribution Option Analysis
- Social Security Claiming Analysis
- Incorporation of External Assets
Investment Management
- Asset Allocation Analysis
- Asset Location Analysis
- Employee Stock Purchase Plan Analysis
- Handling Concentrated Stock Positions
- Executive Stock Benefit Analysis
- Investment cost benefit analysis
- Managing Margin Balances
- Withdrawal Strategies
- Capital Gains or Loss Harvesting Analysis
- Adjusting Strategies for Changes in Tax Policy
- Coordination with CPA
Philanthropy
- Charitable Funding Analysis
- Analysis of Charitable Giving Strategies
Education Planning
- 529 Comparison Analysis
- Funding Strategy with 529, UTMA, Taxable Accounts and/or Roth IRA
Insurance Planning
- Analysis of current permanent insurance policies
- Life Insurance Coverage Needs Assessment
- Long-term Care Insurance Analysis
- Umbrella Insurance Analysis
- Premium Financing
Estate and Legacy Planning Services
- Roth Conversion Analysis
- Business Succession Planning
- Federal Estate Tax Planning/Analysis
- Gift Planning
- Coordination with Estate Attorneys
- Surviving Spouse Analysis
- Special Needs Trust Planning Services
- Multi-generational Coordination of Plan
Psychology/Behavioral Finance
- Developing and Defining Financial/Life Goals
- Support Overcoming Financial Biases
- Support Overcoming the Investment Behavior Gap
Operations Management
- Money Movements both External and Internal
- Account Opening and Maintenance
- Estate Settlement and Processing of firm assets
- Processing of Withdrawals and Liquidations
- Provide Tax Reporting Documents to CPAs
- Cost Basis Research and Updates
- Client Integration with Firm Technology
- Execution of Charitable Donations
- Calculation of IRA Required Minimum Distributions
- Setting up Client’s Online Access
- Analysis of Stock Events
- Asset Verification Requests
Relationship Management
- Proactive client communication
- Regularly scheduled client meetings
- Host Client Events
- Regularly Distribute Newsletter
Wells Fargo Advisors does not provide legal or tax advice.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.