Aligning Your Plan with Your Life

Holistic. • Comprehensive. • Cohesive.

Our goal is to account for all aspects of your life – even beyond your finances. We realize that your financial goals involve a deep love for your grandkids, a passion for your favorite charity, or a plan for when you’ve passed away. That’s why we want your plan to be cohesive across the board.

Team approach

In addition to working as a team to address a diversity of needs, we also work with your other financial professionals to ensure that your plan is fully integrated and that everyone is on the same page. We collaborate with your estate planning attorney to help protect your family and your CPA to maneuver your investments with tax efficiency.

Our objective is to align your professional team’s vision with your short- and long-term goals, and we’re happy to work with our internal and external partners to accomplish this.

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*Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

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, AL, AR, CA, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT). 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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