Private Wealth Services

The team’s expertise across many areas of investment management offers a wide variety of specialized wealth services and investment options. Using sophisticated strategies and a personalized planning approach, our team is there to help families grow, protect, manage and transition wealth.

Financial Overview

Clarify values, goals and objectives

Assemble financial statements

Identify immediate financial priorities

 

Wealth Planning

Define an ideal and acceptable lifestyle

Identify sources of income

Optimize spending and saving priorities

Develop and implement Envision® plan

 

Specialized Wealth Management

Implement life management services

Set up Special Needs Trust services

Review business advisory services

Establish legacy trusts

Engage professional real estate asset management services

Access to oil, gas and mineral management

 

Socially Responsible Investing

Define screening criteria

Align portfolio to values



Insurance and Asset Protection**

Review and analyze needs and policies

Access life insurance and long-term care insurance

Consider wealth replacement strategies

 

Legacy and Philanthropy Planning

Review beneficiary and account titling

Implement estate and wealth transfer strategies

Establish philanthropic and gifting techniques

Investment Management

Review portfolio holdings

Implement custom strategies

Employ cash flow strategies


 

Liability Management* Liability analysis and optimization

Through Wells Fargo affiliates, we provide access to banking services to help

Establish securities-based lines of credit

Gain residential mortgages

Tap home equity financing

Utilize small-business financing

Secure credit cards

 

Retirement Plans and Company Benefit Coordination

Analyze and coordinate retirement plan assets

Review executive stock compensation strategies

Optimize corporate benefits


 

Retirement Income Planning

Design tax efficient streams of income

Recommend spending strategies

Administer required minimum distributions

Identify Social Security and Medicare strategies



Coordination With CPA And Attorney***

Coordinate collaborative meetings

Review of legacy documents and tax returns

Implement tax-efficient investing strategies

“Someone is sitting in the shade today because someone planted a tree a long time ago.”   - Warren Buffet





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.  AAA Equal Housing Icon.jpg

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

***Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.