Using our sophisticated strategies and a personalized planning approach, we are there to help you and your family organize your financial affairs and build a plan to grow, protect, manage and transition your wealth.

Wealth Planning

Define an ideal and acceptable lifestyle
Identify sources of income
Optimize spending and saving priorities
Develop and implement a plan


Retirement & Income Solutions

Implement retirement savings strategies
Design tax efficient customized streams of income
Recommend spending strategies
Calculate required minimum distributions
Identify Social Security and Medicare strategies


Investment Management

Review portfolio holdings
Implement custom strategies
Employ cash flow strategies


Personal Financial Organization

Clarify your values, goals and objectives
Assess your current financial situation
Identify short-term and long-term financial priorities
Consolidate accounts and assets

Estate Planning & Philanthropy*

Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques


Risk Management*

Customized risk management
Access life insurance and long-term care insurance
Design wealth replacement strategies


Liability Management** Liability analysis and optimization

Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:

Securities-based financing
Residential mortgages
Business financing
Credit cards


Education Investment Planning

Set up college savings accounts
Implement 529 college savings plans


Coordination with CPA & Attorney***

Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
* Wells Fargo Advisors Financial Network is not a legal or tax advisor. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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 available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all Staes.

** 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. AAA Equal Housing Icon.jpg