The Four Cornerstones of Wealth
We guide and counsel our clients through the accumulation, protection, and distribution stages of wealth by addressing the Four Cornerstones of Wealth. Each cornerstone sets the foundation for an array of subjects, too numerous to list, but which include:
Investment Management
- Managing Portfolio Risk
- Tax-Aware Investing
- Retirement Income Strategies
- Executive Compensation
- Alternative Investments
- Real Estate, Private Equity, Other Unique Assets
Credit & Liability Management
Through our Wells Fargo Affiliates, you have access to lending products including:
- Securities-based Financing
- Business Financing
- Residential Mortgages
- Specialty Lending
Non-Portfolio Risk Management
- Life Insurance for Family and Business Protection
- Asset Protection Strategies
- Guaranteed Income Streams
- Disability and Long-Term Care Insurance
Estate Planning & Charitable Strategies
- Legacy Planning
- Estate, Gift & Generation-
- Skipping Tax Planning Strategies
- Charitable Giving Strategies
- Planning for Business Interests and Liquidity Events
Lending and other banking services available through Wells Fargo Advisors (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.
