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PRIVATE WEALTH MANAGEMENT

Access to a team of specialists

Managing complex financial needs requires a personalized service model and access to a team of specialists with diverse areas of expertise. We can coordinate with your other advisors and our team of specialists to ensure seamless access to a comprehensive range of services. Our approach uses an open architecture model for an elevated experience in achieving your financial goals. The goal is to provide you with the convenience of coordinating your financial life through a single point of contact — The Diel-Mahoney Private Wealth Management Group of Wells Fargo Advisors.

Dedicated specialists across all aspects of wealth management

When crafting customized wealth plans, we bring together a team of professionals dedicated to understanding you, your family, or organization. Collaboratively, we develop tailored strategies that address your situation.

Wealth Planning

Your comprehensive wealth plan looks at all aspects of your situation. We consider your assets as well as your liabilities, family dynamics, risk, employee-benefit plans, business interests, real estate, illiquid assets and more.

Investment Management

A disciplined, risk-managed investment strategy considers your unique goals and what you want your money to do for you.

Estate and Legacy Planning Strategies

Crafting a multigenerational estate plan starts by delving into your family’s goals and aspirations. We can work with you and your other advisors — including your CPA and attorney — to help develop an estate plan for your specific circumstances.

Trust Services* offered through Wells Fargo Bank, N.A.

Our team can help create personalized Trust and legacy planning strategies and can connect you with the subject matter experts from Wells Fargo Bank to help implement a range a Trust Services.

Business Advisory*

Access to specialists who help business owners make informed decisions by providing education, industry insights, and planning services on business transition, succession, and governance.

Family Dynamics

Preparing family members for business transitions or family evolution requires effective communication and decision-making. Our specialists can help educate and engage the rising generation as stewards of wealth.

Access to Securities Based Lending* offered through Wells Fargo Bank, N.A.

A securities-based line of credit helps you to meet your liquidity needs by unlocking the value of your investments without selling them. Securities-based borrowing has special risks and is not appropriate for all investors.

Access to Home Mortgage* offered through Wells Fargo Bank, N.A.

We can help introduce you to a mortgage specialist to help with your mortgage or refinancing needs.

Philanthropic Services* offered through Wells Fargo Bank, N.A.

Make an impact and meet your philanthropic objectives. We can provide education on the various philanthropic vehicles and help guide you in establishing your philanthropic vision, values, and mission statement with access to a team of over 100 specialists throughout the U.S. dedicated to philanthropy.

Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.

*Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Margin borrowing may not be appropriate for all investors. When you use margin, you are subject to a high degree of risk. Market conditions can magnify any potential for loss. The value of the securities you hold in your account, which will fluctuate, must be maintained above a minimum value in order for the loan to remain in good standing. If it is not, you will be required to deposit additional securities and/or cash in the account or securities in the account may be sold. Clients are not entitled to choose which securities in their accounts are sold. The sale of their pledged securities may cause clients to suffer adverse tax consequences. Clients should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. Margin strategies are not appropriate for retirement accounts. Please carefully review the Margin Agreement, which explains the terms and conditions of the margin account, including how the interest on the loan is calculated.

Some securities-based lending products may be unavailable in certain Wells Fargo Advisors sales channels.

Wells Fargo and Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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