Our capabilities go beyond investing.
Our years of experience provides us with expertise across many areas of wealth and investment planning. Using our personalized planning approach and open architecture access to sophisticated strategies, we are there to help you and your family organize your financial affairs and build an investment plan to grow, protect, manage and transition your wealth.Investment Management
Investing to work to achieve your vision of the future
Risk profile assessment
Rebalance strategies
Retirement Planning
Retirement plan investments
Retirement plan distributions
Retirement income strategies
Cash flow and budgeting
Stock option grants or restricted stock
Life Transition Strategies
Job change
Coping with Illness
Marriage
Birth of a child
Retirement
Death of a loved one
Sudden income
Divorce
Education Planning
Education savings strategies
Invest for children or grandchildren
Identify appropriate tax-efficient investments
Legacy & Trust Planning*
Wealth preservation and transition strategies
Family wealth planning with next generation
Charitable and Community Giving
Charitable planning
Risk/Insurance Planning*
Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Access to banking and lending services through Wells Fargo affiliates**
Residential mortgage
Home equity financing
Coordination with CPA & Attorney***
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.
** 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 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.
** 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 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.