Investment Planning

  • Asset allocation
  • Investment selection
  • Manager selection
  • Tax-efficient investing
  • Coordination with CPAs
  • Education funding
  • Special-needs children

Retirement Planning

  • IRAs and retirement asset options
  • Planning for business owners
  • Employer-sponsored plans
  • Income-needs analysis
  • Concentrated equity positions

Risk Management

  • Insurance analysis
  • Life and disability insurance
  • Key-person coverage
  • Income-replacement strategies
  • Beneficiary analysis
  • Long-term care
  • Strategies for business owners

Access to Estate Planning Strategies through Wells Fargo affiliates

  • Personal trust services
  • Corporate trustees
  • Charitable giving trusts
  • Family trusts
  • Revocable and irrevocable trusts

Through our 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
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. 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 available through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by non-affiliated Insurance Companies. Not available in all states.

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.