The five stages of LifeSync allows us to help deliver the family office experience. It helps you identify what you value most, and how your money can help make the most of what you value.


1.       Understand: What are the things that you value most?
2.       Plan: How can your money make the most impact?
3.       Propose: What are your options and how do they play out?
4.       Implement: What is your next step?
5.       Revisit: Are you still on track?

Working with our team, you have access to a team of professionals across Wells Fargo Bank and Wells Fargo Advisors with the experience and skills to holistically address your unique needs.

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

*Access provided by Wells Fargo Bank, N.A.