- Clarify family values, goals and objectives
- Assemble consolidated financial statement
- Identify and triage immediate financial priorities
- Create financial organizational binder
- Define an ideal and acceptable lifestyle
- Identify sources of income
- Review spending and savings priorities
- Implement Investment Strategy Report and financial strategy action plan
- Executive summary portfolio review
- Customized portfolio strategies
- Third party investment management services
- Collaborative meetings
- Open and proactive communication
- Legacy document and tax return reviews
- Tax control strategies
- Retirement plan analysis and coordination
- Executive stock compensation strategies
- Managing and understanding corporate benefits
- Concentrated equity strategies
- Design tax efficient streams of income
- Incorporate life cycle spending strategies
- Administer required minimum distributions
- Develop Social Security and Medicare planning strategies
- Policy reviews and needs analysis
- Life and disability insurance
- Extended care planning
- Wealth replacement strategies
- Beneficiary and account titling review
- Estate and wealth transfer strategies
- Philanthropic and gifting techniques
- Donor advised funds
- Business succession planning
- Intergenerational planning
- Life management services
- Education planning
- Liability analysis and optimization
- Through Wells Fargo affiliates, you have access to banking services, including:
- Securities-based lines of credit
- Residential mortgages
- Home equity financing
- Small-business financing
- Credit cards
There is a minimum fee to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosures document for a full description of our services, including fees and expenses. Minimum account sizes will apply.
There are additional costs associated with certain products & strategies such as private account managers, mutual funds or exchange traded funds.
1 WEALTH MANAGEMENT SERVICES AVAILABLE THROUGH WELLS FARGO BANK,N.A. Through wells Fargo Private Bank and other Wells Fargo affiliates, we can provide you with access to specialists who can offer a full range of wealth management solutions to help address your complex financial and wealth planning situations.
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
3 The Brown & Shane Wealth Management Group, Wells Fargo Advisors and its affiliates are not legal or tax advisors. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.
4 Lending and other banking services available through Wells Fargo Advisors are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A, 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. Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker in Massachusetts.
Wells Fargo Bank, N.A. Offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors at Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients refer to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and series is limited to referral and relationship management services.Wells Fargo Bank, N.A. Offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors at Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients refer to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and series is limited to referral and relationship management services.
There are additional costs associated with certain products & strategies such as private account managers, mutual funds or exchange traded funds.
1 WEALTH MANAGEMENT SERVICES AVAILABLE THROUGH WELLS FARGO BANK,N.A. Through wells Fargo Private Bank and other Wells Fargo affiliates, we can provide you with access to specialists who can offer a full range of wealth management solutions to help address your complex financial and wealth planning situations.
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
3 The Brown & Shane Wealth Management Group, Wells Fargo Advisors and its affiliates are not legal or tax advisors. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.
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Wells Fargo Bank, N.A. Offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors at Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients refer to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and series is limited to referral and relationship management services.Wells Fargo Bank, N.A. Offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors at Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients refer to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and series is limited to referral and relationship management services.