Comprehensive Services

Our years of experience provides us with expertise across many areas of wealth and investment planning. Using our sophisticated strategies and a personalized planning approach, we are there to help you and your family organize your financial affairs and build a plan to grow, protect, manage and transition your wealth.

Retirement & 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

 Investment 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

    Identify an organizational plan

    Outline your next steps


Friends & Family Financial Consulting

    Provide financial education to friends and family

    Assess effectiveness of current wealth plan

    Determine future planning needs

    Provide advice and counsel

 Wealth Planning

    Define an ideal and acceptable lifestyle

    Identify sources of income

    Optimize spending and saving priorities

    Develop and implement our eMoney tool

Estate Investment Planning & Philanthropy

    Review beneficiary and account titling

    Implement estate planning and wealth transfer strategies

    Establish philanthropic and gifting techniques


Risk Management**

    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

    Credit cards


 

College Investment Planning

    Set up college savings accounts

    Implement 529 college savings plans


Corporate Retirement Plans

    Review plan design

    Assess investment selection

    Provide due diligence

    Provide participant education

 Business & Executive Services

    Analyze and coordinate retirement plan assets

    Review executive stock compensation strategies

    Optimize corporate benefits

 Coordination with CPA & Attorney***

    Coordinate collaborative meetings

    Review of legacy documents and tax returns

    Implement tax-efficient investing strategies
Wells Fargo Advisors and its affiliates do 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.

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 the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

* 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), Member FDIC, 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. 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 the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.
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* 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 the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.