Who We Help


Individuals & Families

We leverage our experience to design strategies to help grow and manage your wealth now and into the future.  We can help you answer questions including:


  • How much do we need to be setting aside for retirement now?

  • What are appropriate ways to help fund children education costs?

  • What can I do to potentially reduce the taxes I am paying on my investments?

  • How can we make the most of our philanthropic giving?

  • Are my insurance and risk management plans appropriate?

  • How can I put together a legacy plan for distributing my estate according to my wishes?



Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

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.

Corporate Executives

The challenges faced by corporate executives require a full 360-degree approach including the analysis of your compensation package, equity position and other corporate benefits. Our recommendations are only made after taking all your financial and lifestyle considerations into account.



We help you answer questions such as:

  • How do I maximize my employee benefits and compensation package?

  • How do I better assess my professional risk?

  • What can I do to help preserve my concentrated equity portfolio?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my restricted or controlled stock positions?

  • Are my insurance and risk management plans appropriate?

  • How do I ensure my trust and estate is properly set up?



Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

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.

Business Owners & Entrepreneurs

Since your company is one of your most important assets, we work with you to offer customized products and services to help maximize its success. Our personalized advice and helpful guidance to address many of your questions and concerns, such as:


  • What role does the business plan have in my overall wealth plan?

  • What are my businesses’ short- and long-term cash flow needs?

  • How do I manage my restricted/concentrated equity ownership in the Company?

  • What are the options available for offering an employer-sponsored retirement plan?

  • What types of life insurance strategies can be utilized to protect my business?

  • Should my business have a succession plan?

  • How will the sale or transfer of the business impact my personal wealth plan?



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

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.

Women in Transition

We work with independent women to develop a tailored financial approach based on who you are and your areas of interest. We help guide you through many different life-stages and types of transitions, including taking advantage of potential opportunities, managing a divorce, or working through the death of a spouse. Our custom planning process can help you:


  • Identify your short-term and long-term goals and priorities

  • Create a plan to meet your specific needs

  • Identify tax-efficient strategies

  • Address your questions, concerns or ideas for your financial future

  • Access the resources and build financial foundation, so you not only accomplish those goals, but have the time and confidence to enjoy life



Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

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.

 

Let’s start the conversation. Email us.