Pulling the puzzle pieces together
At Guinan Financial Strategies Group of Wells Fargo Advisors, we believe in bringing all the pieces together to create a harmonious picture of your financial journey. We offer thoughtful planning and guidance, working hand-in-hand with a team of caring specialists from Wells Fargo. Alongside your trusted attorney, accountant, and other professionals, we aim to support your dreams and aspirations.
Comprehensive Wealth Management
We create a comprehensive plan by looking at your total financial picture. We consider your assets as well as your liabilities, family dynamics, risk tolerance, cash flow, tax strategies, business interests, real estate and illiquid assets. We are committed to empowering you with the information and resources you need to make informed financial decisions. By offering personalized guidance and access to a wide array of resources, our team works to address all of your investment needs including building a diversified portfolio that supports your goals.
Wealth Planning*
We work closely with a team of experienced professionals with deep knowledge and access to a broad range of capabilities to address your needs. We coordinate with your other advisors to design, develop, and maintain a custom plan that helps to preserve and grow your assets.
Portfolio Management*
Investment management needs constant attention and thoughtful handling. Our specialists provide consistent care and make decisions tailored just for you.
Trust Services*
Through Wells Fargo Bank’s Trust Services, we offer full trust, estate and philanthropic services, providing you with a trusted partner committed to preserving your legacy across generations.
Philanthropic Services*
Make an impact and meet your philanthropic objectives. We can guide you in establishing your philanthropic vision, values and mission statement and provide education on the various philanthropic vehicles.
Alternative Investments*
Leveraging internal and external resources, we work to craft a strategy that reflects your needs, including access to global alternative investments.
Insurance Services
Risk management strategies can help financially safeguard your family by providing an income stream in the event of your death or disability.
Private Banking*
With access to Wells Fargo Private Bank, we can provide options, opportunities, and custom solutions while ensuring you receive a high touch experience through a dedicated team.
Executive Planning*
Our comprehensive suite of executive planning services includes personalized wealth planning, investment management, and risk management strategies tailored to align with the complex compensation structures often associated with executive roles.
Business Transition*
Transitioning a business is a significant milestone for any business owner, and our team is dedicated to making this process as smooth and successful as possible.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Members SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.