Areas of focus

In your journey to make an impact with your wealth, we offer several solutions and services along the way that help support you in creating a meaningful lifestyle and lasting legacy. 

Executive Stock Compensation Strategies 

Corporate executives are often faced with complex roadblocks in their company stock plans. We help our clients develop corporate stock strategies, utilizing 10b5-1 plans to take full advantage of restricted stocks in their portfolios.

Portfolio Construction

We create customized portfolios utilizing individual securities and boutique third-party asset managers. We have the ability to manage capital gains more efficiently through individual equities than we would with mutual funds and automatic distributions. 

Business Owner Support 

Through Wells Fargo Bank, we can help business owners access lending and other types of assistance to empower our clients to continue growing their businesses.

Planning and Debt Management

We take a “full balance sheet” approach to observe a client’s financial health and accurately construct a strategic and tactical investment plan. We help you create long-term financial planning strategies – our goal is to keep you on the right track so that you can not only outlive your money but also develop a multi-generational wealth transfer process.

Comprehensive solutions & services

  • Retirement Planning and Cash Flow Modeling
  • Education Planning/Funding 
  • Risk/Liability Management 
  • Insurance Strategies
  • Wealth Preservation and Transfer Strategies 
  • Philanthropic and Gift Planning
  • Private Equity, Hedge Fund & Private Real Estate Exposure
  • Securities-based Lending
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.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

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