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Comprehensive Services

Wealth Planning

  • Define an ideal and acceptable lifestyle
  • Identify sources of income
  • Optimize spending and saving priorities
  • Develop and implement your plan

Retirement & Income Solutions

  • Implement retirement savings strategies
  • Design tax efficient customized streams of income
  • Recommend spending strategies
  • Calculate required minimum distributions
  • Identify Social Security and Medicare strategies

Estate & Philanthropy Planning Strategies

  • Review beneficiary and account titling
  • Implement estate and wealth transfer strategies
  • Establish philanthropic and gifting techniques

Investment Management

  • Review portfolio holdings
  • Implement custom strategies
  • Employ cash flow strategies

Personal Financial Organization

  • Clarify your values, goals and objectives
  • Assess your current financial situation
  • Identify short-term and long-term financial priorities
  • Consolidate accounts and assets
  • Identify an organizational plan
  • Outline your next steps

Friends & Family Financial Consulting

  • Provide financial education to friends and family
  • Assess effectiveness of current wealth plan
  • Determine future planning needs
  • Provide ongoing advice and counsel

Risk Management**

  • Customized risk management
  • Access life insurance and long-term care insurance
  • Design wealth replacement strategies

Liability Management*

Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:

  • Securities-based financing
  • Residential mortgages
  • Home equity financing
  • Business financing
  • Credit cards

College Investment Planning

  • Set up college savings accounts
  • Implement 529 college savings plans

Coordination with CPA & Attorney***

  • Coordinate collaborative meetings
  • Review of legacy documents and tax returns
  • Implement tax-efficient investing strategies

Someone is sitting in the shade today because someone planted a tree a long time ago.  - Warren Buffet

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. 

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

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 ID 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. Financial Advisor NMLS ID, if applicable:

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

***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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