Comprehensive Services

The world of complex planning requires expertise across many areas. Access to a wide variety of investment options, sophisticated strategies and a personalized planning process will help you achieve your financial goals. Our team has experience managing both sides of your balance sheet. Enjoy the continuity and services offered by our multigenerational team—similar to what you’d receive by working with a “Family Office”.

Retirement Planning

Retirement planning advice

Identify and prioritize goals

Retirement income planning

Determine probabilities of success

Charitable Giving

Establish philanthropic goals

Gifting techniques

Legacy Planning

Estate planning strategies

Wealth transfer and distribution strategies

Integration of your investment plan into your estate plan

Generational Planning

Family wealth continuity

Wealth transition strategies

Coordination with your attorney, accountant and insurance professionals

Retirement Income Management

Retirement income strategies

Social Security claiming strategies

Retirement plan distributions

Long-Term Care Planning

Adequate insurance protection

Healthcare expense planning

Wealth preservation strategies

Asset Allocation

Portfolio construction

Portfolio review and balancing

Executive Services

Executive benefits planning

Option analysis

Restricted stock

Investment Management

Goals-based strategies

Risk tolerance and time frame

Tax considerations

Diversification strategies

Asset allocation strategies

Responsible investing strategies

Elder Care & Special Needs Planning¹

If you or a loved one is living with physical, mental, and/or developmental disabilities, Wells Fargo Bank, N.A. offers special needs trust services that can help enhance their quality of life while preserving means-tested public benefits eligibility.

Services for Business Owners

Employer-sponsored retirement plans

Plan participant education

Business succession planning

Service to Non-Profits

Creation of Investment Policy Statement

Unbiased financial advice

Customized investment solutions

Insurance Planning

Adequate insurance protection

Healthcare expense planning

Long-term care strategies

Education Planning

Tax advantaged accounts

Custodial accounts

Coverdell Education Savings Accounts (ESA)

Liability Management

You have access to Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services to accommodate your needs through Wells Fargo affiliates.

_{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 Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered Broker [1] dealers and non-bank affiliates of Wells Fargo & Company.
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 the Bank products and services is limited to a referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.}

Comprehensive Services