Horton Sneeringer Financial Strategies Group
of Wells Fargo Advisors

Business Owners

Comprehensive strategies designed around your business needs.


We work with you in a collaborative process to understand the vision for your business and personal financial needs. By teaming with your other professionals (tax advisor, attorney, actuary), we help align your business and personal financial goals to help address your wealth planning needs.


What role does the business plan have in my overall wealth plan?

What are my business’ short- and long-term cash flow needs?

How do I manage my restricted/concentrated equity ownership in the Company?

What are the options available for offering an employer-sponsored retirement plan?

What types of life insurance strategies can be utilized to protect my business?

Should my business have a succession plan?

Identify the Range of Value of your company. What is it worth today and what is it potentially worth.

How will the sale or transfer of the business impact my personal wealth plan?

Better understand your personal vision and personal financial needs.

Align your business, personal and financial goals.


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 (AR, AZ, CA, FL, GA, IL, LA, MA, MI, MS, NC, NM, NY, PA, TX, VA, WA). 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.

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