Comprehensive Services

Our years of experience provides us with expertise across many areas of wealth and investment planning. 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.

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

Identify an organizational plan

Outline your next steps



Friends & Family Financial Consulting

Provide financial education to friends and family

Assess effectiveness of current wealth plan

Determine future planning needs

Provide ongoing advice and counsel


 

Wealth Planning

Define an ideal and acceptable lifestyle

Identify sources of income

Optimize spending and saving priorities

Develop and implement an Envision® plan

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

Home equity financing

Business financing

Credit cards

 

College Investment Planning

Set up college savings accounts

Implement 529 college savings plans



Corporate Retirement Plans

Review plan design

Assess investment selection

Provide ongoing due diligence

Provide participant education


 

Business & Executive Services

Analyze and coordinate retirement plan assets

Review executive stock compensation strategies

Optimize corporate benefits


 

Coordination with CPA & Attorney***

Coordinate collaborative meetings

Review of legacy documents and tax returns

Implement tax-efficient investing strategies

Someone is sitting in the shade today because someone planted a tree a long time ago.  - Warren Buffet






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.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.


* 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 Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A. 
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* Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

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


***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.