Comprehensive Services
Our professionals work with Wells Fargo Advisors’ affiliates to bring our clients’ investments and goals together, using our knowledge to create customized, integrated plans.
Services
Your Investment Plan
- Assess your risk tolerance
- Rebalance or reposition assets as needed
Education Planning
- Invest for children or grandchildren
- Identify suitable tax-advantaged investments
Estate Planning Strategies
- Types of ownership; beneficiary designations
- Wealth preservation strategies
Insurance Solutions
- Adequate insurance protection
- Management plan for incapacity/disability
Services
Income Tax Planning
- Identify tax-efficient portfolio strategies
- Manage capital gains, losses, and alternative minimum tax exposure
Charitable and Community Giving
- Discuss various charitable techniques
- Explore strategies to instill philanthropic values in the next generation
Planning for Business Owners
- Consider personal and business objectives relating to succession planning and risk mitigation
- Discuss various risk mitigation techniques
Corporate Retirement and Benefit Plans
- Help select and structure 401(k) and 403(b) plans
- Corporate cash management