Woods Levin Wealth Management Group of Wells Fargo Advisors, Lemoyne PA

The Woods Levin Wealth Management Group of Wells Fargo Advisors is dedicated to helping you and your family secure your financial future. We pride ourselves on our goals-based planning approach, and help you develop investment strategies that are designed to accumulate, preserve, and transition your wealth.

> Learn more about our approach here

While creating your customized investment portfolio, we specialize in selecting the appropriate assets that will help you work towards your customized goals: including stocks, bonds, mutual funds, hedge funds, and more.¹

Our team helps address common questions for corporate executive wealth management planning, including employee stock options, managing concentrated positions, and defined benefit plans through Wells Fargo Private Bank.²

After helping you identify retirement plan goals, we’ll assist in estimating how much you need to save to retire comfortably and help develop a plan. We can present options around 401(k) plans, IRAs, and more, and you always have the flexibility to adjust your plan if needed.

As life goes on, you may look to change your assets and liabilities. We’ll work with you to evaluate how these changes can affect your overall investment plan and show what lending and banking options you can access, including residential mortgages, home equity or business financing, and more.³

In an effort to provide financial literacy for our clients and their families, our team can consult with you on options for wealth transfer and transition strategies, to ensure you maintain your wealth for future generations.

We can work with you as much or as little as you need to help reduce tax liabilities or refer you to qualified tax specialists. While we are not tax or legal advisors, we are happy to coordinate with your existing tax and legal professional team to develop tax-efficient investment strategies.

In coordination with your existing plans and team, we can identify and develop charitable giving strategies to reach your philanthropic goals.

Our team can sit down with you and talk through options for long-term care insurance, as well as the benefits that may be available when it comes to medical expenses.

If you are a business owner, we can consult with you and your team of advisors to evaluate and implement succession strategies which align with your business goals.

As you look to identify the ideal time to claim Social Security benefits, our team can conduct a Social Security benefit modeling and benefit analysis, so you can better decide how to efficiently access your lifetime benefits.

_{1 Hedge funds trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences.}

_{2 The Wells Fargo Private Bank experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. 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. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Wells Fargo Private Bank experience.}

_{3 Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Wells Fargo Bank, NA. NMSLR ID 399801.}

_{4 Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.}

_{5 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}