COMPREHENSIVE INVESTMENT PLANNING

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve and transfer your wealth. This includes:

  • Pre- and post-retirement planning
  • Estate planning, coordinated with your legal advisor as needed
  • Income tax planning, coordianted with your tax advisor as needed
  • Long-term care analysis
  • Insurance planning 
  • Education planning 

Portfolio Management

We provide corporate executives and business owners with strategies designed to increase corporate and personal net worth as well as maximize employee benefits.  These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)'s, employee benefits review and business transition strategies.  

Specialized Services

We offer a highly specialized area of expertise in assisting plaintiffs and their families in rebuilding their financial security after an accident, medical mishap or loss of a loved one.  Whether it is setting funds aside for healthcare, potentially opening trusts or managing a budget to cover bills and expenses, we have the resources and expertise to effectively execute your plan.  

Estate Planning Strategies*

We can provide you with access to estate planning and trust specialists through affiliates in addition to non-affiliated companies of Wells Fargo Advisors.  These professionals will review your wills and trusts to provide guidance on how to preserve your estate for your intended heirs.  In addion, we can work with your tax and legal advisors to help assist in planning your beneficiary designations and, in some cases, may be able to help reduce unnecessary estate taxes and probate costs.  
*Wells Fargo Advisors is not a legal or tax advisor.  You should consult with your attorney, accountant and/or estate planner before taking any action. Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Connelly & Moore Wealth Management 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, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MO, MT, NC, NJ, NY, PA, RI, SC, TN, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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