Individuals and Families

Building Wealth


Our team is focused on helping you build your wealth to meet your goals. We help individuals and families prepare for what’s ahead and put together a wealth plan to keep up with the future.

Our team offers advice and guidance and can help clients:

  • Determine appropriate investment strategies for growing wealth

  • Find tax efficient strategies

  • Identify strategies for reducing debt

  • Potentially maximize employee benefit plans

 

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.

Managing Wealth

Wealth plans must be reviewed with clients and adjusted to protect and grow assets.  Our team helps put the strategies in place to keep your wealth management plan on track.

Our team offers advice and guidance and can help clients:

  • Adjust investment strategies as retirement approaches

  • Identify the most appropriate timing for incorporating pension and social security income streams

  • Determine an optimal Social Security strategy

  • Reduce the effects of market volatility as retirement nears

  • Prepare for rising healthcare costs in retirement

  • Consider how to make tax-efficient charitable donations

Enjoying Wealth

Our team is focused on helping you meet your goals in retirement. We help you prepare for what’s ahead and put together a retirement income plan to keep up with the future.

Our team offers advice and guidance and can help clients:

  • Work to ensure your money lasts throughout retirement

  • Create risk managed investment strategies that are appropriate for your needs in retirement

  • Determine a strategic asset allocation to help reduce the effects of market volatility

  • Create tax-efficient investment strategies

  • Provide advice and guidance for healthcare and long-term care planning

Transferring Wealth

Our approach includes involving your entire family. Our multi-generational team works with each family to build trust through proactive engagement with the younger generations. This helps to meet financial needs today and into the future.

Our team offers advice and guidance and can help clients:

  • Build legacy plans for distributing wealth

  • Implement strategies to help minimize taxes

  • Analyze insurance coverage and determine gaps to fill in order to protect family members and assets

  • Educate children/grandchildren about money and investing

  • Involve the next generation in learning about the family businesses

  • Identify resources available to help foster family values across generations

  • Prepare children/grandchildren to handle their inheritance



 

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.