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, preserve, 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.