New Wealth

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Acquiring new wealth is an exciting opportunity, but it also comes with complexities and risks. We understand today’s affluent individuals have high expectations and need help answering questions such as:

  • How do I evaluate my professional risk?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my concentrated, restricted or controlled stock positions?

  • How can a professional experienced in liability and liquidity management help me?

  • How do I plan for my child's educational expenses?

  • Is my insurance and risk management plan appropriate?

  • How do I ensure my trust and estate is properly set up?



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

Contact us to discuss the opportunities and challenges often faced by affluent individuals and families. Email Us 

Trevisan Bearce Group

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 (AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NV, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV). 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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