We are dedicated to assisting clients to plan effectively, make informed decisions and develop fully integrated, cohesive solutions to meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.
We offer deep experience in crucial areas of wealth management. This includes:
*Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to reduce tax liabilities. Our team will also help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.
*Wells Fargo Advisors is not a legal tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.