We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve, and transition your wealth.
We will review your current estate plan to help ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.
Our multi-generational investment planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity, confidence and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.
We will help you define your charitable giving and philanthropic objectives and offer potential strategies to help achieve those goals in a tax-advantaged manner.
Wells Fargo Advisors is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.
Insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance, and we will also review your existing insurance policies.
Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.
We provide corporate executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, and business transition strategies.
We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.