Our team’s extensive knowledge across many areas of investment management offers a wide variety of services and investment options. Using sophisticated strategies and a personalized planning approach, our team is there to help you grow, preserve, manage and transition wealth.
Financial Overview
Clarify values, goals and objectives
Assemble financial statements
Identify immediate financial priorities
Assemble financial statements
Identify immediate financial priorities
Wealth Planning
Define an ideal and acceptable lifestyle
Identify sources of income
Work to optimize spending and saving priorities
Develop and implement Envision plan
Identify sources of income
Work to optimize spending and saving priorities
Develop and implement Envision plan
Retirement Income Planning
Design tax efficient streams of income
Recommend spending strategies
Administer required minimum distributions
Identify Social Security and Medicare strategies
Recommend spending strategies
Administer required minimum distributions
Identify Social Security and Medicare strategies
Insurance and Asset Protection**
Review and analyze needs and policies
Access life insurance and long-term care insurance
Access life insurance and long-term care insurance
Legacy Planning and Philanthropy
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Investment Management
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Liability Management*
Through our Wells Fargo affiliates, you have access to lending products, including:
Securities based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Retirement Plans and Company Benefit Coordination
Analyze and coordinate retirement plan assets
Review executive stock compensation strategies
Works to optimize corporate benefits
Coordination with CPA and Attorney***
Coordinate collaborative advisory meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
FamilyMeetings
Once the next generation is prepared to be brought into your financial discussions, we coordinate discussions across multiple generations allowing you to provide sound guidance instilling values and good stewardship for the generations ahead.
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.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
* 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.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.