Managing wealth requires a personalized planning process, specialized knowledge, and access to best-in- class investment programs

Our years of experience across many areas of wealth and investment planning allows us to analyze your complex financial situation and recommend innovative solutions precisely targeted to achieve your objectives.

Financial Organization

  • Clarify your family’s values, goals and objectives

  • Assess your current financial situation

  • Identify short-term and long-term financial priorities

  • Coordination with CPA & attorney

 

Retirement & Income Solutions

  • Implement retirement savings strategies

  • Design tax-efficient customized streams of income

  • Recommend spending strategies

  • Calculate required minimum distributions

  • Identify Social Security and Medicare strategies

 

Wealth Planning

  • Optimize spending and saving priorities

  • Develop and implement your plan

 

Services for non-profits

  • Fiduciary responsibility and oversight

  • Fiduciary investment accounts

  • Investment and cash flow strategies



Business Services

  • Review/implement employer-sponsored retirement plans, 401(k)s, 403(b)s

  • Investment and cash flow management

  • Exit and succession strategies


Portfolio Management

  • Review portfolio holdings

  • Implement custom strategies

  • Employ cash flow strategies


Estate Planning & Philanthropy

  • Review beneficiary and account titling

  • Implement estate and wealth transfer strategies

  • Establish philanthropic and gifting techniques


Risk Management

  • Access life insurance and long-term care insurance

  • Design wealth replacement strategies


Education Investment Planning

  • Set up college savings accounts

  • Implement 529 college savings plans

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.

We start with your life, and plan around it.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, FL, HI, IL, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. 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.

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

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