Pursue Your Dreams with Confidence

Thorough, thoughtful planning — planning that analyzes where you are as well as where you want to go — is our most important step in establishing a path to your goals. We will work with you to explore and help define your objectives and needs, and then structure a wealth plan that is uniquely your own.

Managing an investment portfolio should be a consultative, disciplined process that balances your views and goals as an investor with careful analysis of the financial markets and the risks and opportunities they hold for you. You can rely on us for objective, strategic advice in structuring your portfolio and for careful analysis of any investments we consider together. We offer specialized expertise for:

Asset allocation
Investment management
Traditional investments
Alternative investments*
Structured investments*
Separately managed accounts

*Alternative and structured investments involve risk and are not suitable for all investors.

Our retirement planning services are designed to allow clients to identify their specific retirement goals and develop a plan to help 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 postretirement lifestyle.

Traditional IRAs
Roth IRAs
IRA options
Roth conversions

Many successful individuals seek opportunities to support cultural and educational institutions, and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you analyze and implement a strategy that rewards you while it benefits causes you care about. Options include:

Charitable lead and remainder trusts
Family foundations
Donor advised funds

We will review your current estate planning strategy 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. We also coordinate with your other professional advisors and estate attorney to ensure every expert is on the same page.

Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.