We are committed to providing you with universal, objective solutions to the many financial challenges you may face throughout your life. Our objective is to develop and maintain a long-term relationship with you and your family. We can also work closely with your CPAs and attorneys to properly implement your plan, making Tennyson Wealth Management Group of Wells Fargo Advisors the conduit by which all of your financial needs are addressed.
We serve our clients’ ever-evolving priorities in the following key areas:
- Strategies with access to equities, exchange traded funds (ETFs), mutual funds, and fixed income securities
- Tax-efficient investment strategies
- Annuities
- Alternative investments
- IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, Defined Benefit and Contribution Plans, 401(k) Plans, and TSPs
- IRA and 401(k) rollovers
- Social Security review
- Medicare review
- Life Insurance Retirement Plan (LIRP)
- Estate planning strategies
- Philanthropic donor services
- Trust portfolio administration and management
- Personal trust services*
- 529 plans
- Pre-paid
- Investment
- Custodial accounts
- Coverdell education savings accounts (ESAs)
- Life insurance
- Long-Term Care (LTC)
- Business succession planning
- Buy/sell agreements
- Key person insurance**
- Home mortgages for purchase and refinance
- Home equity loans and lines of credit
- Asset-based lines of credit
- Business lending
- Aircraft, watercraft, and equipment financing***
- We are familiar with CSRS, FERS, Thrift Savings Plans (TSPs), FEGLI, FEHB, and other unique benefit options
- Develop and expand your planned giving solutions
- Review your retirement options, including 403(b), 401(k), and SIMPLE IRA plans
- Considerations such as defined benefit (DB) and nonqualified deferred-compensation (NQDC) plans
- Rule 144
- Stock Benefit Analysis
- 10b5-1 Trading Plans