Individuals & Families


We leverage our experience to design strategies to preserve and manage your wealth now and into the future.  We can help you answer questions including:


  • How much do we need to be setting aside for retirement now?

  • What can I do to potentially reduce the taxes I am paying on my investments?

  • How should we plan for healthcare costs in retirement?

  • How can we make the most of our philanthropic giving?

  • What are appropriate ways to help fund children or grandchildren's education costs?

  • How can we prepare for personal and financial independence as we age?

  • Are my insurance and risk management plans appropriate?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

Corporate Executives


The challenges faced by corporate executives require a full 360-degree approach including the analysis of your compensation package, equity position and other corporate benefits. Our recommendations are only made after taking all your financial and lifestyle considerations into account.



We help you answer questions such as:

  • How do I better assess my professional risk?

  • What can I do to help preserve my concentrated equity portfolio?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my restricted or controlled stock positions?

  • Are my insurance and risk management plans appropriate?

  • How do I ensure my trust and estate is properly set up?

Business Owners & Entrepreneurs

Since your company is one of your most important assets, we work with you to offer customized products and services to help maximize its success. Our personalized advice and helpful guidance to address many of your questions and concerns, such as:


  • What role does the business plan have in my overall wealth plan?

  • What are my businesses’ short- and long-term cash flow needs?

  • How do I manage my restricted/concentrated equity ownership in the Company?

  • What are the options available for offering an employer-sponsored retirement plan?

  • What types of life insurance strategies can be utilized to protect my business?

  • Should my business have a succession plan?

  • How will the sale or transfer of the business impact my personal wealth plan?

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

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

Let’s have a conversation. Email us.

The San Diego Legacy Group of Wells Fargo Advisors

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, DC, FL, HI, ID, IL, IN, KS, MA, MI, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI). 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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