Private Wealth Services

The team’s expertise across many areas of investment management offers a wide variety of specialized wealth services and investment options. Using sophisticated strategies and a personalized planning approach, our team is there to help families grow, protect, manage and transition wealth.

Financial Overview

  • Clarify values, goals and objectives

  • Assemble financial statements

  • Identify immediate financial priorities


 

Wealth Planning

  • Define an ideal and acceptable lifestyle

  • Identify sources of income

  • Optimize spending and saving priorities

  • Develop and implement plan


 

Specialized Wealth Management

  • Implement life management services

  • Set up Special Needs Trust services

  • Review business advisory services

  • Establish legacy trusts

  • Engage professional real estate asset management services

  • Access to oil, gas and mineral management


 

Socially Responsible Investing

  • Define screening criteria

  • Align portfolio to values




Insurance and Asset Protection2

  • Review and analyze needs and policies

  • Access life insurance and long-term care insurance

  • Consider wealth replacement strategies


 

Legacy and Philanthropy Planning2

  • Review beneficiary and account titling

  • Implement estate and wealth transfer strategies

  • Establish philanthropic and gifting techniques

Investment Management

  • Review portfolio holdings

  • Implement custom strategies

  • Employ cash flow strategies



 

Liability Management Strategies1 Liability analysis and optimization

  • Establish securities-based lines of credit

  • Gain residential mortgages

  • Tap home equity financing

  • Utilize small-business financing

  • Secure credit cards


 

Retirement Plans and Company Benefit Coordination

  • Analyze and coordinate retirement plan assets

  • Review executive stock compensation strategies

  • Optimize corporate benefits



 

Retirement Income Planning

  • Design tax efficient streams of income

  • Recommend spending strategies

  • Administer required minimum distributions

  • Identify Social Security and Medicare strategies




Coordination With CPA And Attorney3

  • Coordinate collaborative meetings

  • Review of legacy documents and tax returns

  • Implement tax-efficient investing strategies

“Someone is sitting in the shade today because someone planted a tree a long time ago.”   
- Warren Buffet





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 Bank products and services is limited to referral and relationship management services.

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.

1 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

2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 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.

3 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 Financial Network. 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.

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