Comprehensive wealth management services

Our professional credentials and years of experience and have provided us with expertise on many aspects of wealth planning. Using our collaborative process, we help you organize your financial affairs and develop a plan to grow, preserve, manage and transition your wealth.

Investment management

  • Portfolio Management

  • Asset Allocation

  • Custom Portfolios

  • Tax efficient investment strategies

Wealth planning

  • Define an ideal and acceptable lifestyle

  • Identify sources of income

  • Optimize spending and saving priorities

  • Develop and implement an Envision® plan


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


Personal financial organization

  • Clarify values, goals and objectives

  • Assess current financial situation

  • Identify short-term and long-term financial priorities

  • Consolidate accounts and assets

Estate Planning & Philanthropy*

  • Review beneficiary and account titling

  • Implement estate and wealth transfer strategies

  • Establish philanthropic and gifting techniques

Risk Management**

  • Customized risk management

  • Access to life insurance and long-term care insurance

  • Design wealth replacement strategies


Liability Management*** Liability analysis and optimization

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

Education Investment Planning

  • Set up college savings accounts

  • Implement 529 college savings plans

Coordination with CPA & Attorney***

  • Coordinate collaborative meetings

  • Review of legacy documents and tax returns

  • Coordinate tax-efficient investing 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.

** Wells Fargo Bank, N.A offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank, The bank is responsible for the day-to-day management of the account for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisors with respect to the Bank produces and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relation with Wells Fargo Bank, N.A.

*** 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