CUSTOM, EFFICIENT, HOLISTIC WEALTH MANAGEMENT

Our approach has been built on connecting and working with over 200 families and institutions often a) immediately after they came into significant liquidity and/or b) after the sale of a business. These situations have honed our ability to serve our clients.

OUR WEALTH MANAGEMENT AND ESTATE PLANNING SERVICES INCLUDE:

  • Asset Allocation & Goals Based Planning
  • Estate & Trust Plan Development & Reviews*
  • Insurance Planning & Policy Reviews**
  • Retirement Income Analysis
  • Education Funding Analysis
  • Fee-Based Asset management
  • Cash Flow Analysis & Modeling
  • Philanthropic Planning
  • Performance and Risk Monitoring

*Wells Fargo and Company and its Affiliates do not provide tax or legal advice.  This communication cannot be relied upon to avoid tax penalties.  Please consult your tax and legal advisors to determine how this information may apply to your own situation.  Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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

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 (AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY). 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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