Skip to main content

Managing Wealth to Help

Optimize Your Outcomes

Here are examples of the investors we help and the strategies we deliver.

Multi-Gen Families

  • Building generational wealth 
  • Estate and tax planning
  • Preparing the next generation
  • Transitioning wealth

$90 trillion in assets will be passed down to the next generations over the next 20 years

Retirees

  • Portfolio income generation 
  • Required minimum distributions 
  • Social Security benefit optimization 
  • Long-term care planning

Only 33% feel prepared for their long-term health costs

White Collar Professionals

  • Student loan repayment strategies
  • Retirement planning
  • Tax-efficient investing
  • Liability management

51% of debtors say student loans are delaying the purchase of a home

Business Owners

  • Cash flow analysis
  • Access to lending products and services through Wells Fargo affiliates
  • Employer sponsored retirement plans (401k, SIMPLE IRA, etc.)

48% of business owners experience cash flow challenges

Non-Profits & Institutions

  • Cash management
  • Investment policy design
  • Investment management
  • Gift planning

Having a well-designed investment policy can help both the organization and its asset manager.

Our Wealth Management Services

family celebrating graduate

WEALTH PLANNING


  • Review the current situation

  • Illustrate different scenarios

  • Set financial goals

  • Automate investing

business people

INVESTMENT MANAGEMENT


  • Risk tolerance and asset allocation assessment

  • Portfolio construction

  • Tax efficient investment strategies

  • Alternative Investments

young family in livingroom

RISK MANAGEMENT**


  • Portfolio risk management

  • Income replacement strategies

  • Life insurance and long-term care insurance

  • Planning to self-insure

business meting

LIABILITY MANAGEMENT***

 

  • Securities-based financing

  • Residential mortgages

  • Home equity financing

  • Business financing

  • Credit cards

going over paperwork

COORDINATE PROFESSIONALS***


  • Initiating collaborative meetings

  • Reviewing estate planning documents with your attorney

  • Collaborating on tax-efficient investing with your CPA

friends at a picnic

PERSONAL FINANCES

 

  • Clarifying values, goals and objectives

  • Assessing current financial situation

  • Identifying short-term and long-term financial priorities

  • Consolidating accounts and assets

**Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

***Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.  

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

Let’s Help Your Wealth Live Up to Its Potential

Start Wealth Planning Today