Wealth Management Areas of Focus
Our team members attend to a wide array of wealth management needs; however, we specialize in providing advice, planning, and guidance in the following areas.
Let’s invite your family to the table to discuss your wealth. We welcome the opportunity to meet with your children, grandchildren, or heirs to discuss the impact of your family’s wealth and strategies for a smooth transition. Furthermore, if your family members are in need of a trusted wealth management professional, we’re happy to work with them as a separate client. Among our strongest client relationships are multigenerational families, as we have established long-lasting and meaningful connections with third and fourth generations of client families.
With keen attention to tax-efficiency, our team is well-versed and well-equipped to help you create a retirement plan that will support the lifestyle you want to achieve in retirement. We’ll walk with you through types of accounts, investment allocation, income replacement, cash flow strategies, health care concerns, and general goals for your life in retirement. We strive to help you keep achieving your long-sought-after goals before, during, and after you’ve retired.
Through Wells Fargo affiliates, we help you access trust and fiduciary services as you’re establishing your estate planning strategies. Our team works with our affiliates to help you create a clear plan for the administration, management, and eventual transfer of your assets. When it’s time for your heirs to access their allotted assets, trust services help facilitate a seamless transfer for the entire family.
Through the Wells Fargo Bank and Wells Fargo Clearing Services, we provide you access to securities-based lending through a Priority Credit Line (PCL). To achieve a holistic approach to wealth management, we strongly believe in heeding both sides of your balance sheet. Borrowing against securities in your eligible Wells Fargo Advisors portfolio can help provide you with ready access to capital with lower interest rates and greater flexibility in repayment plans. Though not right for every plan, we specialize in helping you explore a PCL as an option for customizing yours.
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. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Priority Credit Line is offered by Wells Fargo Advisors and lending and margin accounts are carried by Wells Fargo Clearing Services, LLC (WFCS). Wells Fargo Advisors is a trade name used by WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Securities-based lending has special risks and is not appropriate for everyone. If the market value of a client’s pledged securities declines below required levels, the client may be required to pay down his or her line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of the client’s pledged securities. Wells Fargo Advisors will attempt to notify clients of maintenance calls but is not required to do so. Clients are not entitled to choose which securities in their accounts are sold. The sale of their pledged securities may cause clients to suffer adverse tax consequences. Clients should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. All securities and accounts are subject to eligibility requirements. Clients should read all lines of credit documents carefully. The proceeds from securities-based lines of credit may not be used to purchase additional securities, pay down margin, or for insurance products offered by Wells Fargo affiliates. Securities held in a retirement account cannot be used as collateral to obtain a loan. Securities purchased in the pledge account must meet collateral eligibility requirements.
Wells Fargo Advisors is not a legal or tax advisor.
Priority Credit Line is offered by Wells Fargo Advisors and lending and margin accounts are carried by Wells Fargo Clearing Services, LLC (WFCS). Wells Fargo Advisors is a trade name used by WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Securities-based lending has special risks and is not appropriate for everyone. If the market value of a client’s pledged securities declines below required levels, the client may be required to pay down his or her line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of the client’s pledged securities. Wells Fargo Advisors will attempt to notify clients of maintenance calls but is not required to do so. Clients are not entitled to choose which securities in their accounts are sold. The sale of their pledged securities may cause clients to suffer adverse tax consequences. Clients should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. All securities and accounts are subject to eligibility requirements. Clients should read all lines of credit documents carefully. The proceeds from securities-based lines of credit may not be used to purchase additional securities, pay down margin, or for insurance products offered by Wells Fargo affiliates. Securities held in a retirement account cannot be used as collateral to obtain a loan. Securities purchased in the pledge account must meet collateral eligibility requirements.
Wells Fargo Advisors is not a legal or tax advisor.