Comprehensive Wealth Planning Services

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

Life changes, and so do your financial needs. Comprehensive planning, thoughtful advice and integrated solutions help you prepare for and meet all the critical events throughout your financial journey.

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Investment Management

Goals-based strategies

Tax sensitive strategies

ESG/Socially Responsible investing

Risk profile assessment

Asset allocation and rebalancing strategies


Retirement Planning

Social Security claiming strategies

Retirement plan investments

Retirement plan distributions

Retirement income strategies

Stock option grants or restricted stock


Life Transitions Strategies


Retirement relocation

Death of a loved one

Job change

Coping with Illness


Birth of a child

Sudden income



Education Planning

Education savings strategies & 529 programs

Invest for children or grandchildren

Identify suitable tax-advantaged investments

Wealth Preservation Strategies

Types of ownership

Wealth preservation strategies

Family wealth planning with next generation

Tax efficient investment strategies


Risk/Insurance Planning

Adequate insurance protection

Management plan for incapacity/disability

Healthcare expense planning

Long-term care strategies


Access to Trust services through affiliates

Special Needs Trusts

Trust services


Access to banking and lending and Trust services through affiliates

Residential mortgage and home equity financing

Securities-based lines of credit

Business lending


Charitable and Community Giving

Discuss various charitable techniques

Explore strategies to instill philanthropic values in the next generation


Cash Flow/Cash Reserve

Emergency funds

Cash alternatives


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.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

Wells Fargo Advisors Financial Network is not a tax or legal advisor. Please consult your tax advisor or accountant for more details regarding your specific circumstances.