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Private Wealth Services

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

Wealth Planning

Define your  family’s lifestyle needs

Identify sources of income

Personal Financial Organization

Clarify your values, goals and objectives

Identify short-term and long-term financial priorities

Consolidate accounts and assets

Portfolio Management

Review portfolio holdings

Implement custom strategies

Employ cash flow strategies

Legacy Planning

Integrate your vision and values into a legacy plan

Define and set inheritances

Provide wealth education for the next generation

Review beneficiary and account titling

Implement estate and wealth transfer strategies

Philanthropic Strategies

Establish philanthropic and gifting techniques

Risk/Insurance Planning

Employ customized risk management strategies

Review insurance coverages

Liability Management

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

Wells Fargo Advisors and its affiliates do not provide legal or tax advice.

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

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), 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.