When working with business owners, I understand that much of their net worth may be tied to the business–which requires an additional level of strategic planning. Having a well-constructed exit plan puts clients in the best position to succeed over the long term. I can provide resources and access to knowledgeable specialists to help plan and prepare for the future.

Get trusted advice and guidance for the questions that come up, including:

• Is now a good time to put my business exit strategy in place?

• What is the best way to navigate my concentrated stock position?

• Is there a better investment strategy that could reduce my taxes and better diversify my wealth?

• How do I best plan for health care and long-term care expenses?

Advice and guidance through all life’s transitions.

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.