Our Process

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.

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We offer deep experience in crucial areas of wealth management. This includes:

  • Retirement planning
  • Asset management
  • Portfolio modeling
  • Education funding
  • Risk management
  • Estate planning strategies

*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.

Tax-Efficient Investing Strategies

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.

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, DC, DE, FL, GA, IL, KS, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV). 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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