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.

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 Techniques

  • Types of ownership; beneficiary designations
  • Wealth preservation strategies

Insurance Solutions

  • Adequate insurance protection
  • Management plan for incapacity/disability

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

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, MA, MD, MI, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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