Our years of experience provides us with expertise across many areas of wealth and investment planning. Using sophisticated strategies and a personalized planning approach, we are here to help you and your family organize your financial affairs and build a plan to help grow, protect, manage and transition your wealth.
Define your family’s lifestyle needs
Identify sources of income
Clarify your values, goals and objectives
Identify short-term and long-term financial priorities
Consolidate accounts and assets
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Integrate your vision and values into a legacy plan
Define and set inheritances
Provide wealth education for the next generation
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Employ customized risk management strategies
Review insurance coverages
Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Consider key person retention strategies
Review buy-sell agreements
Maximize employee benefit plans
Discuss succession planning needs
Implement business exit strategies