Comprehensive Services

Our years of experience provides us with expertise across many areas of wealth and investment planning. Using our sophisticated strategies and a personalized planning approach, we are there to help you and your family organize your financial affairs and build a plan to help grow, protect, manage and transition your wealth.

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

Create bond laddering strategies

Recommend spending strategies

Calculate required minimum distributions

Identify Social Security and Medicare strategies


Custom Portfolio Management

Review portfolio holdings

Implement custom strategies

Employ cash flow strategies


Personal Financial Organization

Clarify your values, goals and objectives

Assess your 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 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

Implement 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. 

** 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. Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.AAA Equal Housing Icon.jpg