Our Services
Coordinated Services for Every Stage of Life
We provide a comprehensive range of wealth management services designed to support your financial priorities. In addition to tax-aware portfolio management, we can incorporate other sophisticated strategies when appropriate—including direct indexing, private market opportunities, alternative investments and other specialized services—to help meet your broader financial objectives.
Wealth Planning
Understanding your financial priorities is the foundation of every relationship. We work with you to evaluate your goals, income needs and long-term financial objectives so your investment strategy supports the bigger picture of your financial life.
Income Planning
A thoughtful income strategy is essential for retirement. We help evaluate withdrawal strategies, portfolio structure and income sources designed to support long-term financial independence.
Investment Management
Portfolios are designed to align with your goals, risk tolerance and time horizon. We build diversified, tax-efficient portfolios using a range of strategies including direct indexing, alternative investments, private equity opportunities and other sophisticated strategies.
Business Advisory*
Business owners often face complex financial decisions. We work with entrepreneurs and business leaders to help align their personal wealth strategy with the needs and opportunities of their businesses including SIMPLE IRAs, 401(k)s, and other employee-sponsored benefit plans.
Estate Planning Coordination
We can work alongside your legal and tax professionals to help ensure investment strategies align with estate and legacy objectives.
Lending & Liquidity Strategies*
Through Wells Fargo Advisors and its affiliates, we have access to lending solutions to help you manage liquidity and leverage your existing assets including private credit, home mortgages, cash management strategies, and more.
*Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.
Bank products and services are available 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.
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) 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.