Wealth Management Solutions

In addition to our in-depth planning and comprehensive investment approach, we offer the following wide range of wealth management solutions.

Tax Management

While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions, and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to minimize tax liabilities.

Our team coordinates with your tax advisor to discuss and test various tax mitigation strategies available to you, ensuring that the solution put in place is the ideal strategy for your situation. We also can draw upon the resources of the Wells Fargo Advisors Tax and Estate Planning Strategies Groups to provide you with an independent perspective on various actions you may be considering.

Wells Fargo Advisors is not a legal or tax advisor. 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 available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.


Executive Benefits

Ensuring your business attracts and retains qualified individuals through meaningful executive benefit plans is an important component to the ongoing success of an organization. We will work with you to develop special incentives to tie your key employees to the business for the long term.


Charitable Giving

We will help you define your charitable giving and philanthropic objectives and offer potential strategies to help achieve those goals in a tax-advantaged manner.


Education Funding

We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Pre- and Post-Retirement Planning

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.


Estate Planning Strategies

We will review your current estate plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans or evaluate potential strategies from a tax perspective as a component of wealth transfer planning. We also coordinate with your other professional advisors and estate attorney to ensure every expert is on the same page.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.


Wealth Protection Strategies

Insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance, and we will also review your existing insurance policies.

Insurance products are available through non-bank Insurance agency affiliates of Wells Fargo & Company and under written by non-affiliated Insurance Companies. Not available in all states.


Business Solutions

We provide corporate executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, and business transition strategies.