Our team’s expertise across many areas of investment management offers a wide variety of specialized wealth services and investment options. Using sophisticated strategies and a personalized planning approach, our team is there to help families grow, protect, manage and transition wealth.

Private Wealth Management

Create a comprehensive plan
Implement investment strategies aligned to goals
Seek to optimize cash flow, spending and saving priorities

 

Retirement Planning

Review assets invested in employer-sponsored retirement plan
Implement additional savings strategies
Identify timing and sources of income

 

Risk Management*

Access life insurance and long-term care insurance
Design wealth replacement strategies

 

Tax Efficiency

Implement tax-efficient investing strategies
Design tax-efficient streams of income


Estate Planning Strategies

Review beneficiary and account titling
Implement estate and wealth transfer strategies

Cash Management

Employ custom cash flow strategies
Maintain investment flexibility

 

Philanthropy

Established customized gifting strategies
Provide best practices around philanthropic giving

 

Life Transition Strategies

Job change
Coping with Illness
Marriage
Birth of a child
Retirement
Death of a loved one
Sudden income
Divorce

 

Value Added Services

Coordinate collaborative meetings with other advisors (accountant, attorney, estate planner)
Educate your family’s next generation
Provide financial counsel across a wide range of financial questions and concerns


*Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

**Lending and other banking services available through Wells Fargo Advisors Financial Network (NMLS UI 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), Member FDIC, 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. 

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

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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

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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