Striving to plan your financial life so you can fully enjoy it


Whether we’re working with individuals, families, or people in transition from one stage of life to the next, we are diligent in the work we do on your behalf. You have worked hard throughout your life to accumulate your wealth, and we aim to remove the daily stresses often associated with investment and portfolio planning so that you never miss a moment you want to remember.
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We help make the most of your employer-sponsored retirement plan(s) and IRA(s).  Estimate how much you need to save to retire comfortably, in addition to managing assets before and during retirement, is of the utmost importance.
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When building your investment portfolio, we recommend an appropriate asset allocation and create customized risk-managed investment strategies to help you reach your goals.
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By utilizing financial products that can help protect your family, we can help you develop an income strategy in retirement and help design a plan to transfer wealth to your heirs as you intend.
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If need be, we can provide referrals to qualified tax specialists, collaborate with your tax advisors, and develop tax-efficient investment strategies.
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When providing advice on both sides of the balance sheet, we aim to help you see how changes in your assets and liabilities can affect your overall financial picture. As a team within Wells Fargo Advisors, you’re given access to lending and banking services offered through affiliates.
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Our recommended investment and accumulation strategies are intended to help you pay for higher education expenses for your children, grandchildren, or other family members.
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Wealth planning can mean making tough decisions, and finding the ideal time to claim Social Security benefits is no exception. Our team can conduct a Social Security benefit modeling and benefit analysis to help you decide how to efficiently access your lifetime benefits.
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While Medicare is a great resource for helping retirees cover medical expenses, it’s incredibly important to know what it doesn’t cover. We will sit down with you to discuss long-term care insurance and the benefits you may have available.
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By working with estate planning and trust specialists, we can help you review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, develop tax efficient investment plans, and coordinate with your tax and legal advisors.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors does 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.
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We are happy to coordinate with your legal and tax advisors to assist you in reaching your legacy and philanthropic goals.
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Our team can assist corporate executives in navigating their equity-based compensation benefits – including employer-granted stock options and restricted stock awards – and help you address common issues.
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We consult with small business owners and their legal and tax advisors to evaluate various business succession strategies and implement a strategy compatible with their goals.
The Consiglio 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 (AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, SC, TN, VA, VT, WA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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