LifeSync®

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?
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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.
Manners Merino Sobers Wealth Management Group

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 (AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MO, NC, NJ, NM, NY, OK, OR, PA, TX, UT, VA, WA, WI). 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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