Investment Management
Goals-based strategies
Risk profile assessment
Rebalance strategies
Retirement income strategies
Retirement Planning
Retirement plan investments and distributions
Retirement income strategies
Stock option grants or restricted stock
Social Security claiming strategies
Business Services
Employer sponsored retirement plans
Business valuation
Non-qualified retirement plans
Cash balance plans
Institutional Consulting & Endowments
Foundations/Endowments
Non-profits & charitable techniques
Investment policy statement review
Life Transitions Strategies
Death of a loved one
Job change
Coping with Illness
Marriage
Birth of a child
Sudden income
Divorce
Wealth Preservation Strategies
Types of ownership; beneficiary designations
Wealth preservation strategies
Family wealth planning with next generation
Tax efficient investment strategies
Liability/Insurance Planning
Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Long-term care strategies
Through our Wells Fargo affiliates, you have access to lending products, including*
Residential Mortgage
Home equity financing
Home equity financing
Securities-based lines of credit
Business lending
Access to trust services
Charitable and Community Giving
Discuss various charitable techniques
Explore strategies to instill philanthropic values in the next generation
Planning consultations
With your chosen attorney
With your chosen tax advisor
With your family and loved ones
Corporate trustee services
Corporate trustee services
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 114 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. Financial Advisor NMLS ID, if applicable.
