• Identify the most suitable solution for education savings: 529 Plan, Education IRA, Custodial Account, or another method
  • Identify your retirement goals and develop a plan
  • Analyze cash flow needs, healthcare options, and legacy planning
  • Provide guidance for concentrated positions, employee stock option exercise and sale, succession planning, 401(k)s, and business transition strategies
  • Create strategies to manage employee stock options
  • Coordinate with your tax advisor to discuss and test tax mitigation strategies
  • Develop purposeful tax-efficient investment strategies
Wells Fargo Advisors does not provide legal or tax advice.
  • Coordinate with your estate attorney to ensure your plan is up to date and properly structured to protect you, your family, and your wealth
  • Protect your financial security with a wide variety of insurance coverage
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
  • Define your philanthropic objectives and aim to achieve them with tax-efficient strategies