Managing Your Wealth

We take the time to build lasting relationships with each individual and family member to help us manage your wealth to meet your needs now and into the future. We provide trusted advice and guidance for many questions that come up throughout your life:

Preparing Your Heirs

We provide the information to empower your family to learn about planning for the future by providing access to:

  • Market updates

  • Retirement planning workshops

  • Educational savings workshops

  • Social Security Planning

  • Longevity planning

Ultimately you decide how you want to engage your family. We help you navigate those decisions and collaborate with your loved ones.

  • Investment strategy updates

  • Performance reviews

  • Estate planning reviews

  • Full or filtered multigenerational asset map




Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Empower your children or grandchildren by showing them how they can give back and fulfill their passions.

  • Charitable gifting techniques

  • Purpose driven investing

  • Family charitable foundations

Contact us to discuss your wealth plan.

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 (AL, AR, AZ, CA, CO, FL, GA, ID, IL, KS, MI, MN, MO, NC, NJ, NM, OH, OK, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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