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

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. 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.