Advanced wealth planning to help connect your life to your money.
Shannon Ryan Wealth Management Group of Wells Fargo Advisors offers comprehensive wealth and investment management services to help you build, manage, optimize, and protect your wealth. The team taps our outside network of resources as well as Wells Fargo & Company's investment specialists and capabilities spanning multiple financial interests and sectors to craft unique and powerful solutions that align with your objectives.
When creating sophisticated wealth plans, we can assemble a team of professionals that work together to understand you, your family, and your financial circumstances. We work in concert to develop custom strategies that help support each aspect of your financial life.
The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A.
Lending and other banking services services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and nonbanking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, 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 114 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.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Comprehensive Wealth Management
Wealth Planning
We create your comprehensive wealth plan by looking at your total financial picture. We consider your assets as well as your liabilities, family dynamics, behaviors around money, risk, business interests, real estate and illiquid assets.
Retirement Planning
No matter when you are planning to retire, prioritizing your retirement goals starts now. It’s important to define objectives and consider the income you’ll need during retirement to achieve your desired lifestyle.
Investment Management
The team will work to address all of your investment needs including building a diversified portfolio that supports your investment management goals.
Estate Planning
We will help you implement estate planning and wealth transfer strategies designed to help mitigate taxes and preserve what you have built for the future.
Risk Management & Insurance Planning
Risk management strategies can help financially safeguard your family by providing an income stream in the event of your death or disability. We can help you consider adding life, disability or long-term care insurance strategies to your overall wealth plan.
Tax Strategies
Our team is always mindful of tax considerations when implementing your investment strategy, paying close attention to what you will keep versus what you will pay in taxes.
Charitable Giving Strategies
Make an impact and meet your philanthropic objectives. We can guide you in establishing your philanthropic vision, values and mission statement and provide education on the various philanthropic vehicles.
Access to Banking and Lending*
With access to Wells Fargo Private Bank, we can help introduce you to banking and lending specialists and provide guidance on leveraging various strategies specialty financing, strategic credit, cash management, and more.Business Advisory Services
Business Planning
A solid business plan can help your organization work more effectively toward your goals. With decades of experience helping business owners, we understand the unique opportunities and decisions that you face.
Concentrated Wealth
Holding a large position in your company stock increases your risk level compared to a well-diversified portfolio. As a business owner, much of your wealth may be invested in your business, that’s why we recommend building a well-diversified investment portfolio based on your time horizon, risk tolerance and other circumstances.
Risk Management and Insurance Strategies1
We can review existing insurance policies and help you find the most appropriate strategy for your business
Retirement Plan Consulting
We utilize best practices to help ensure your plan is working for you and your employees. Services include reviewing plan documents, features, and benefits as well as analyzing your investment line up.
401(k) Employee Education
An effective retirement plan education program can help teach employees to make the most of their 401(k) plan and may improve participation in the plan along with improving retirement savings rates.
Business Exit Strategies
While each business transition is unique, as your wealth advisors, we are here to guide you through the process.
Strategic Lending*
With access to Wells Fargo Private Bank, we can help introduce you to banking and lending specialists and provide guidance on leveraging specialty financing, custom credit, and more.*Wells Fargo Private Bank (The Private Bank) Experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A., Member FDIC, provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. 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. 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. For Bank products and services, the Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and nonbanking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, 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 114 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.
Secured PrimeLine, Secured Term Loan and Custom Line of Credit lines of credit are offered by Wells Fargo Bank, N.A. (member FDIC), a banking affiliate of Wells Fargo & Company.
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.