Using sophisticated investment strategies and a personalized planning approach, we help you and your family organize your financial affairs and build a plan to grow, preserve, and transition your wealth.
Wealth Planning
Define an ideal and acceptable lifestyle
Identify sources of income
Optimize spending and saving priorities
Develop and implement your plan
Retirement and Income Solutions
Implement retirement savings strategies
Design tax-efficient customized streams of income
Recommend spending strategies
Calculate required minimum distributions
Identify Social Security and Medicare strategies
Portfolio Management
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Personal Financial Organization
Clarify your values, goals and objectives
Assess your current financial situation
Identify short-term and long-term financial priorities
Consolidate accounts and assets
Life Transitions Strategies
Death of a loved one
Job change
Coping with Illness
Marriage
Birth of a child
Sudden income
Divorce
Estate Planning Strategies and Philanthropy Strategies
Review beneficiary and account titling
Implement trust, estate planning strategies, and wealth transfer strategies
Establish philanthropic and gifting techniques
Risk and Insurance Planning*
Customized risk management
Access life insurance and long-term care insurance
Design wealth replacement strategies
Liability Management** Liability analysis and optimization
Through our Wells Fargo affiliates, you have access to banking and lending products and services including:
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Education Investment Planning
Set up college savings accounts
Implement 529 college savings plans
Coordination with Professionals*
Coordinate collaborative meetings with CPA and Attorney
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
Charitable and Community Giving
Discuss various charitable techniques
Explore strategies to instill philanthropic values in the next generation
Planning consultations
With your chosen attorney
With your chosen tax advisor
With your family and loved ones
Corporate trustee services
* 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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
** Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
** Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
