Portfolio design, implementation and management: Equity, Fixed Income, Alternative Investments.
Wealth Accumulation/Diversification Analysis, Risk Management and/or hedging, and restricted stock analysis and disposition.
Tax Efficient Investment Strategies
Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.
Determining how much you need to retire comfortably. Retirement income distribution planning and managing assets before and during retirement.
Estate planning strategies
Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
Recommending investment and accumulation strategies to help you pay for your children's education.
Access to lending services through Wells Fargo affiliates**.
Comprehensive Trust Services
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors***
Widowed and divorced individuals: step-by-step financial structuring. Special Needs Trusts***.
Maximizing your charitable impact by using tax efficient gifting strategies.
*These are services Wells Fargo Advisors provides and some of these services are done through referrals to different Wells Fargo affiliates.
**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 and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.**
***Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.***
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. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.