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Private Wealth Services

Our years of experience provide us with expertise across many areas of wealth and investment planning. Using customized strategies and a personalized planning approach, we are there to help you and your family organize your financial affairs and build a plan to grow, preserve, manage, and transition your wealth according to your specific objectives. 

Personal Financial Organization

  • Clarify your values, goals and objectives

  • Assess your current financial situation

  • Identify short-term and long-term financial priorities

  • Consolidate accounts and assets

Estate Planning Strategies & Philanthropy

  • Review beneficiary and account titling

  • Implement estate and wealth transfer strategies

  • Establish philanthropic and gifting techniques

Investment Planning

  • Define an ideal and acceptable lifestyle

  • Identify sources of income

  • Seek to optimize spending and saving priorities

  • Develop and implement your plan

Risk Management*

  • Customized risk management

  • Access life insurance and long-term care insurance

  • Design wealth replacement strategies

Retirement & Income Solutions

  • Implement retirement savings strategies

  • Design tax-efficient customized streams of income

  • Recommend spending strategies

  • Calculate required minimum distributions

  • Identify Social Security and Medicare strategies

Liability Management**

Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:

  • Securities-based lending

  • Real estate financing

  • Specialized lending solutions

  • Customized credit and cash management strategies

Investment Management

  • Review portfolio holdings

  • Implement custom strategies

  • Employ cash flow strategies

Education Investment Planning

  • Educational Funding and Planning

  • Implement 529 college savings plans

Coordination with CPA & Attorney

  • Coordinate collaborative meetings

  • Estate Documents and Tax Return Reviews

  • Implement tax-efficient investing strategies

*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.

**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. 

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 referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.