Private wealth services and capabilities
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.
Wealth Planning
Define your family’s lifestyle needs
Identify sources of income
Personal Financial Organization
Clarify your values, goals and objectives
Identify short-term and long-term financial priorities
Consolidate accounts and assets
Portfolio Management
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Legacy Planning
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
Philanthropic Strategies
Establish philanthropic and gifting techniques
Risk/Insurance Planning
Employ customized risk management strategies
Review insurance coverages
Liability Management
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
Business Advisory Services
Consider key person retention strategies
Review buy-sell agreements
Maximize employee benefit plans
Business Transition Strategies
Discuss succession planning needs
Implement business exit strategies
* 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.
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.
