Our expertise across many areas of investment management offers a wide variety of specialized services and investment options.
LifeFit planning
Clarify values, goals and objectives
Assemble financial statements
Develop a comprehensive plan
Advisory Investment Management
Review portfolio holdings
Implement custom strategies
Liability Management* Through our Wells Fargo affiliates, you have access to lending products, including:
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Insurance and asset protection**
Review and analyze needs and policies
Access life insurance and long-term care insurance
Consider wealth replacement strategies
Coordination with Outside Professionals
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
Retirement Planning
Create retirement plan
Design tax efficient streams of income
Recommend spending strategies
Administer required minimum distributions
Identify Social Security and Medicare strategies
Trust & Estate Planning***
Set up Trust services
Establish estate plans
Legacy Planning
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Foundation & Endowment Services
Review and manage customized investment portfolios
Develop investment objectives
Identify risk tolerances
Establish liquidity needs
Business & Executive Planning
Analyze and coordinate retirement plans
Review executive stock compensation strategies
Develop exit strategies
* 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.
**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. 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.