Consulting services for business owners and entrepreneurs

The Bridgemont Wealth Management Group of Wells Fargo Advisors takes a different approach to the needs of business owners and families. They have ability to take a long term perspective to providing clarity and confidence to the decisions entrepreneurs are faced with every single day. Fundamentally, the organization can provide insights into how to improve businesses’ financial health. Moving beyond the basics, the team can provide education on life management services and succession planning. The team plays an active role in consulting through Business Advisory Resources to provide actionable advice on business valuations, transition planning and management of closely held assets. In many situations, business owner’s and entrepreneurs’ largest asset is a concentrated, illiquid position, their business. The Bridgemont Wealth Management Group aims to provide the most suitable advice for preserving and transitioning that asset. The group is willing to invest time, planning resources and social capital for the long term success of thriving, innovative companies.

Consulting services for business owners include, but are not limited to:

Business Succession Planning: Family Succession, Internal Succession & External Succession
Estate Planning Strategies for the Business Owner
Key Person Planning
Tax Deferral Strategies
Retirement Plans for the Entity
Executive Benefits Consulting Services

Consulting services for executives include, but are not limited to:

Stock Option, Grants & Restricted Stock Strategies: 10(b)51 Plans, 83(b) Elections, AMT Planning
Concentrated Position Strategies: Hedging Alternatives, Exchange Strategies, Capital Gains Planning Strategies, Gifting
Techniques, Charitable Planning Strategies
Executive Benefits Analysis
Executive Planning Services

"Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant 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."

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DE, FL, GA, HI, IN, MA, MD, MI, MO, NC, NJ, NY, OH, OK, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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