Comprehensive wealth management services for successful LGBTQ+ professionals.
As your trusted advisors and allies, we prioritize listening to and understanding your unique needs and concerns. By getting to know you personally, we craft a customized wealth plan that aligns with your individual vision. Our road map offers a clear path to your future while remaining flexible enough to adapt to changes in your life, including evolving legislation.
We understand you may have many questions including:
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How can I better protect and transition my wealth using tax mitigation, estate management, and gifting strategies?
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How can I align my investments with what matters most to me?
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What essential estate-planning documents should I establish?
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When should we start planning for our long-term care?
Our team understands your concerns and goals and can help you start your plan and keep it on track. We offer a one-time planning engagement for those with less complex investment planning needs or provide a full suite of planning services to help identify and solve for more complex financial needs and challenges.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.