Stude Bloom Wealth Management Group
of Wells Fargo Advisors

Pre-Retirees / Retirees

Although most people begin to get serious about retirement in their late 50’s – once there is light at the end of the tunnel – the earlier you begin thinking about it and planning for it, the better off you will be.  Nevertheless, we can help whether retirement is around the corner or years away.  We work with pre-retirees by developing a plan to help balance major life goals while saving and investing appropriately along the way.  For those already in retirement, we can guide you by helping you figure out how much you can safely spend each year without running out, ensuring you are invested appropriately to generate the income you need and determining the appropriate time to begin social security.  

Young professionals / Families

Consider how many financial decisions one must make as a young professional.  Whether it’s the cost of purchasing a home, starting a family and affording child care while planning for college, or determining if life insurance is affordable, young professionals and families have an enormous weight on their shoulder.  Our team works with you to educate you and help guide you in making informed decisions so that you can accomplish what is you want to accomplish and build wealth over time.

Business owners / Business 401k’s

As a business owner you are responsible for charting the future of your company while managing the day-to-day operations.  Whether you need help with succession planning, helping you plan your personal finances in coordination with the finances of your business, or simply setting up a retirement plan for you and your employees, we can work with you to help find the right solutions needed to support you and your firm.

High Net Worth

Having a higher net worth often creates a more complicated financial picture.  This creates more opportunity but it also brings greater risk.  As a result, we understand there is a need for exposure to products beyond just stocks and bonds. We not only have the resources and the knowledge, we have the platform necessary to offer non-traditional solutions to clients when the situation permits.  These solutions can include arbitrage strategies, options trading and access to alternative investments for qualified investors, among others.  In addition, we are well-versed in more complex tax and estate planning strategies and through Wells Fargo Affiliates, we have a team of specialists that can help with philanthropic and legacy planning needs. 

Wells Fargo Advisors is not a legal or tax advisor.

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
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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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