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Comprehensive Services

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.  Learn More 

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.