Individuals & Families

Our team is focused on helping you build your wealth to meet your goals. We help individuals and families prepare for what’s ahead and put together a wealth plan to keep up with the future.

Our team offers advice and guidance and can help clients:  AAA-Building-Wealth.jpg

  • Determine appropriate investment strategies for growing wealth
  • Find tax efficient strategies
  • Identify strategies for reducing debt
  • Potentially maximize employee benefit plans

 

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.

Wealth plans must be reviewed with clients and adjusted to protect and grow assets.  Our team helps put the strategies in place to keep your wealth management plan on track.

Our team offers advice and guidance and can help clients:  AAA-Managing-Wealth.jpg
  • Adjust investment strategies as retirement approaches
  • Identify the most appropriate timing for incorporating pension and social security income streams
  • Determine an optimal Social Security strategy
  • Reduce the effects of market volatility as retirement nears
  • Prepare for rising healthcare costs in retirement
  • Consider how to make tax-efficient charitable donations
Our team is focused on helping you meet your goals in retirement. We help you prepare for what’s ahead and put together a retirement income plan to keep up with the future.

Our team offers advice and guidance and can help clients:  AAA-Enjoying-Retirement.jpg
  • Work to ensure your money lasts throughout retirement
  • Create risk managed investment strategies that are appropriate for your needs in retirement
  • Determine a strategic asset allocation to help reduce the effects of market volatility
  • Create tax-efficient investment strategies
  • Provide advice and guidance for healthcare and long-term care planning

Our approach includes involving your entire family. Our multi-generational team works with each family to build trust through proactive engagement with the younger generations. This helps to meet financial needs today and into the future.


Our team offers advice and guidance and can help clients:  AAA-Transferring-Wealth.jpg

  • Build legacy plans for distributing wealth
  • Determine whether to keep the family vacation home(s)
  • Implement strategies to help minimize taxes
  • Analyze insurance coverage and determine gaps to fill in order to protect family members and assets
  • Educate children/grandchildren about money and investing
  • Involve the next generation in learning about the family businesses
  • Identify resources available to help foster family values across generations
  • Prepare children/grandchildren to handle their inheritance

 


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.

Is Your Wealth Plan on Track? Let’s Talk 

Bronzo Private Wealth Group of Wells Fargo Advisors

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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, 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.

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