Taj Trimbo
Senior Financial Advisor
PIM Portfolio Manager
Email Address
taj.trimbo@wellsfargoadvisors.comPhone Number
(425) 450-4374Toll Free
(800) 722-3348Find Me On
I believe life is short, so enjoy it now and never say no to making memories!
I have turned my passion for helping others into a profession, dedicated to helping ease my clients' financial burdens by creating a sound investment plan for their future, so they can live life today!
I look at all aspects of planning and help clients make different financial decisions depending on what stage of life they are in. For some it is how to create passive income through dividends and income strategies; for some it is how to utilize life insurance not only for protection but for investment growth; for some it is educating on when to start taking social security and how to replace their income in retirement; for others it is focusing on how to preserve what they have worked for and the best way to leave a legacy.
Growing up the value of saving for investing was instilled in me. I took my passion for numbers and listening to people’s stories and began my career as a Financial Advisor with JP Morgan in 2012. I then chose to move my financial practice to Wells Fargo Advisors in 2022. I wanted access to more insights, solutions and to be part of a team. This way as a team we can put our heads together, collaborate, and give better advice. My practice focuses on comprehensive investment planning for individuals and families along with managing clients’ portfolios. Core portfolios for clients I take on the responsibility of managing myself, so I know the intricate details as why a specific fund, stock, bond or ETF was selected and placed in your account.
What Is the State of Your Estate?
Formally documenting your wishes for your estate may seem daunting, as it involves grappling with your mortality. But it is crucial part of a comprehensive wealth plan, one that goes beyond finances and cash flow.
Formal estate plans can help:
- Lead to timely, efficient estate settlement and distributions to beneficiaries
- Reduce potential family dynamics issues
- Prevent unwanted tax liability
- Provide comfort and continuity that your wishes will be followed as you age and after you’re gone
- Align your wealth transfer with your charitable vision.
It’s important to remember that your estate plan isn’t set in stone. You should revisit it at least annually to account for changes to your goals or life. We can refer you to Wells Fargo affiliates or work with your existing estate plan provider to provide crucial guidance for this pillar of effective wealth management.
Essential Estate Planning Documents
The number of documents in your estate plan will depend entirely on your circumstances, but these five can be considered must-haves for most people.
Will – This legal document expresses your wishes for distributing your property after you die. Establishing a will is important, especially if you have minor children or significant assets.
Durable Power of Attorney - This gives someone else authority to make financial decisions on your behalf if you become unable. This is highly recommended as it ensures your finances will be handled properly if you cannot do so yourself.
Healthcare Power of Attorney - If you can’t communicate your wishes regarding your care, this document ensures they will be honored in the event of your incapacitation.
Living Will - This outlines your wishes for end-of-life care, including life support or other medical treatments.
Revocable Living Trust - With this document, you can avoid probate court and distribute your property according to your wishes after you die. This can save time and money while adding an additional layer of privacy.
Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo and its affiliates.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Next-Level Guidance for Next-Level Wealth
Our Firm has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.
