When working with our individuals and their families, we provide extensive knowledge to a variety of client classes, such as: high-net-worth and emerging high-net-worth investors, multi-generational families, corporate executives, business owners, widows, and divorcees. Our depth of experience can meet nearly any need.
The Monument Group of Wells Fargo Advisors offers fully integrated and comprehensive financial solutions to C-suite executives. We are able to coordinate stock option and restricted stock platforms, and we enjoy helping corporate executives with both short- and long-term strategies, including hedging and 10b5-1 trading plans.
Some alternative investments may be available to pre-qualified investors only. Hedging strategies and private investments may be speculative and involve a high degree of risk. Hedging strategies and private investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. There is no secondary market for the investor’s interest in hedging or private equity investment and none is expected to develop. There may be restrictions on transferring interests in a hedge fund or private equity investment.
Paying for college has never been easy, particularly for families that may have competing financial goals. We are able to provide analysis that helps enable you to determine approximate costs and identify the best tax-advantaged strategy for funding the education of a child or grandchild, whether that's through a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.