Our clients

Helping to educate and advocate for women

Recognizing women’s unique challenges and strengths when it comes to investing can help in building wealth and achieving long-term financial goals. Having worked with women in transition for many years, we offer knowledge and perspective precisely when you need it most. By focusing on your priorities, we work to create tailored solutions to your financial needs, now and to the future.

Helping women in transition answer important questions such as:

• What are the financial decisions that need to be made after the death my spouse/partner?

• Can you assist me with the making financial decisions during and after my divorce?

• Will I qualify for any spousal benefits from my ex-spouse’s social security?

• Are there better ways to align my investments with my values?

• How can I create a personal income plan for retirement?

• How can I establish an estate planning strategy to ensure my assets are effectively distributed?

Addressing operational, retirement plan and personal wealth challenges

Corporate executives often face unique and complex investment and tax challenges from their firm’s employee retirement plan and executive compensation benefits to developing their own personal investment and tax planning strategies. 

What’s more, for many corporate professionals, stock options represent a significant portion of their wealth. Understanding the best practices for exercising these options, along with the tax implications, can significantly impact overall wealth planning.

Working together with your tax advisors, we can develop a plan to help capitalize on the opportunities for the business and grow personal wealth.


Helping corporate executives answer questions such as:

• Is our employer sponsored retirement plan optimized for employee success?

• What factors should we consider when building out our fund menu?

• Are there strategies to help encourage employees to save more for their futures?

• How can I manage my concentrated stock in the most tax-efficient manner?

• What strategies can I use to exercise my stock options while minimizing taxes?

• How can I integrate stock options and equity compensation into my retirement plan?

• How can I utilize my equity compensation to increase charitable giving in a tax-efficient way?

Integrating business and personal wealth

Business owners often dedicate a significant amount of their time and energy to their enterprises, with nearly every decision impacting the company's financial future. Effective management of both personal and business finances is crucial. We work collaboratively with you and leverage the specialized resources at Wells Fargo Advisors to develop strategies that work to simplify complexities, reduce tax liabilities, and uncover new opportunities to help you achieve your business objectives.

Helping business owners & entrepreneurs answer questions such as:

• How much of my wealth should be invested in my business?

• What is the optimal retirement plan for my business and employees?

• How can I ensure alignment between my business and personal financial strategies?

• Are there more effective strategies to reduce our liabilities and risks?

• When should I start planning for a business exit or transition?

• How can I better protect my family and personal assets from business liabilities?

• Are there more efficient tax-reduction strategies we could implement?

• How can we maximize our business profits?

• How can we better manage cash flow in volatile markets?

• How can I maximize my retirement savings as a business owner?

 

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