Our wealth management services

Comprehensive wealth management consulting services for individuals, families and organizations include, but are not limited to:

Investment Management Services including: Asset Allocation, Tax Aware Investing, Investment & Investment Manager Selection
Estate Planning Strategies
Charitable & Philanthropic Planning Strategies
Tax Efficiency Strategies
Family Foundation Investment Management & Consulting
Legacy Planning Strategies
Endowment Investment Consulting & External CIO Services
Asset Preservation Strategies
Liability Management Services
Performance & Planning Reviews
“Accountant Ready” Tax Packages – 1099s summarized and email-ready
Capital-Gains Tax Adjustment Strategies
Coordination with your Estate Attorney, CPA & Other Advisors
Retirement Planning
Education Planning

"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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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