Benjamin Melone, Senior Financial Advisor, Managing Director - Investments
Binh Nguyen, Financial Advisor

Comprehensive Services

Retirement Planning

Retirement plan investment selection

Retirement savings strategies

 

Investment Management

Goals-based strategies

Tax efficient investment strategies*

Cost-effective investment strategies

 

Retirement Income Management

Retirement income strategies

Social Security claiming strategies

Retirement plan distributions

 

Lending
Through our Wells Fargo affiliates**:

Securities based financing

Residential mortgages

Home equity financing

Business financing

College Investment Planning

College savings accounts

529 college savings plans

 

Insurance Planning*

Adequate insurance protection

Healthcare expense planning

Long-term care strategies

 
Charitable Gifting

Discuss various charitable techniques


Estate Investment Planning Strategies*

Types of ownership; beneficiary designations

Wealth preservation strategies

Next generation planning

 

Asset Allocation***

Portfolio construction

 



Is your retirement plan on track? Email us. 




* 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.

*** Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

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, DE, FL, MA, MD, NC, NH, NJ, NY, PA, VA). 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.

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