Customized Plans – No Matter How Complex Your Financial DNA

Brusca & George Private Wealth Consulting Group provides process-driven wealth management strategies designed for complex needs.

We work with you to offer customized products and services to help maximize your Company’s profitability. By teaming with your other professionals (tax advisor, attorney, actuary), we help identify potential opportunities to explore and obstacles to avoid. This collaboration provides personalized advice and helpful guidance to address many of your concerns.

  • What role does the business plan have in my overall wealth plan?

  • What are my business’ short- and long-term cash flow needs?

  • How do I manage my restricted/concentrated equity ownership in the Company?

  • I want to retain my key employees. What are the options available for offering an employer-sponsored retirement plan?

  • Should my Company’s retirement plan have an Investment Policy Statement?

  • What types of life insurance strategies can be utilized to protect my business?

  • Should my business have a succession plan?

  • How will the sale or transfer of the business impact my personal wealth plan?

Comprehensive strategies designed around your business needs.


Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

We understand the challenges you face. That’s why a comprehensive approach is needed in the analysis of various factors including your compensation package, equity position, and other corporate benefits. We recommend appropriate strategies for your situation taking all of your financial considerations into account.

How do I better assess my professional risk?

  • What can I do to help preserve my concentrated equity portfolio?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my restricted or controlled stock positions?

  • Are my insurance and risk management plans appropriate?

  • Who can help manage my retirement/deferred compensation account(s) and track my outside investment strategy?

  • How secure is my pension and when should I begin collecting it?

  • How do I ensure my trust and estate is properly set up?

We help you put a plan in place designed to help maximize your wealth and optimize the benefits you receive as a professional or corporate executive.



Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.


Building deep relationships with you and your family takes time and trust. As a Private Wealth Financial Advisor, we leverage the expertise of our team members to help manage your wealth more efficiently. We design strategies to preserve and manage your wealth now and into the future. By teaming with your other professionals (tax advisor, attorney), we coordinate to find strategies designed to help meet your specific goals and objectives.

  • What can I do to potentially reduce the taxes I am paying on my investments?

  • How should I plan for healthcare costs in retirement?

  • How can I make the most of my philanthropic giving?

  • What are appropriate ways to help fund my children or grandchildren's education costs?

  • How can I prepare for personal and financial independence as I age?

  • Are my insurance and risk management plans appropriate?

  • How do changes in estate taxes impact my overall wealth plan?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

We want to hear your story. No matter how complex your Financial DNA.




Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.


For the past 30 years, we have been helping professionals like you deal with the various nuances of your industry. We coordinate with your other professionals (business manager, tax advisor, agent, attorney) to navigate through the common issues that you may face:

  • How will I manage my cash flow if I do not work?

  • How should I title my assets?

  • Should I pay off my mortgage?

  • How do I improve my savings strategy?

  • Can I afford to buy a second home with the cash flow from my investments?

  • Can you help manage and track my outside assets and investments?

  • Do I need life insurance and, if yes, how much?

  • At what age can I retire?

Striving to provide consistency for your craft in an inconsistent world.


Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.


Brusca & George Private Wealth Consulting Group

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 (AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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