Helping to Achieve Your Vision of the Future
Your wealth touches every part of your life — your family, your business, your legacy, and your future. We provide integrated capabilities that work together, rather than in isolation, to help you make confident, well-informed decisions. By creating a comprehensive wealth plan, we bring clarity and structure to your financial life—allowing you to focus on the people, priorities, and experiences that matter most.
Total Wealth Planning
We plan your investments around your life and your family members. Life events happen and things can change, so our process starts with communication and collaboration.
Tax-Efficient Investment Strategies
We understand the impact of taxes when implementing your investment strategy. We plan for and make needed adjustments as policies and legislation changes, paying close attention to what you will keep versus what you will pay in taxes.
Risk Management & Insurance Strategies
We can help protect your family and your loved ones by reviewing existing insurance policies and helping you find the most appropriate solutions for your situation.
Access to Custom Lending through Wells Fargo Bank, N.A.
We can help you make your lending more strategic. With access to Wells Fargo Bank, N.A., we can provide the financial foundation to help you move quickly and take advantage of opportunities.
Alternative Investments*
If appropriate, we can incorporate alternative investment strategies including hedge funds, private equity, private debt, managed futures and private real assets.
Estate and Legacy Planning Strategies
Multigenerational estate planning strategies start with family goals and aspirations. We can work with you and your other advisors — including your CPA and attorney — to help develop an estate plan for your specific circumstances.
Trust Services* offered through Wells Fargo Bank, N.A.
Our team can help create personalized Trust and legacy planning strategies and can connect you with the subject matter experts from Wells Fargo Bank to help implement a range a Trust Services.
Philanthropic Services*
Create a lasting legacy by helping the causes or organizations you are passionate about. We help your wealth make a measurable impact and work to meet your philanthropic objectives.
Access to a Private Banking Experience* offered through Wells Fargo Bank, N.A.
The Private Bank Experience helps multigenerational families responsibly steward the full impact of unique wealth. With access to Wells Fargo Bank, we can help introduce you to specialized guidance to help ensure a strong and lasting legacy.
Retirement Income Strategies
Our team has the tools, technology and expertise to develop tax efficient retirement income strategies to give you the confidence that your income sources will enable you to live the lifestyle you envision.
Investment Management
A customized investment strategy considers the range of risks associated with your wealth. By employing our investment approach, we craft tax-efficient investment portfolios tailored to your specific needs.
Family Dynamics
Preparing family members for family evolution or business transitions requires effective communication and decision-making. Our team can help educate and engage the rising generation as stewards of wealth.
+ Important Disclosures:
Wells Fargo Advisors does 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.
*Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing.
**Offered through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
*Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing.
**Offered through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.