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Investing Strategies Aiming to Enrich. And Discussions That Strive to Empower.

When it comes to your financial future, understanding underscores everything.

You Need to Understand:

  • How we’ll help you achieve goals
  • Why we propose the things we do
  • When you can expect to see traction

We Need to Understand:

  • What keeps you up at night
  • How much risk you want to take
  • If we’re the best fit for you

Here, you’ll always know what we think is best for your situation and — more importantly — why.

We Help High-Net-Worth Individuals & Families With:

  • Estate & legacy investment planning
  • Tax-efficient wealth preservation
  • Multi-generational planning
  • Philanthropic giving strategies


And We’ll Explain:

  • The difference between Exchange-Traded Funds, mutual funds and Separately Managed Accounts (SMAs)
  • How we determine the right asset mix for your risk tolerance
  • If creating a trust is right for your estate or legacy

Let’s Talk

We Help Retirees With: 

  • Retirement income & tax strategies
  • Risk management in volatile markets
  • Required Minimum Distributions (RMDs) & Roth conversions
  • Social Security and government benefits optimization

And We’ll Explain:

  • How we’ll help make sure you won’t outlive your money in retirement
  • If you should convert your traditional IRA to a Roth IRA
  • How to prepare for healthcare costs

Let’s Talk

We Help Business Owners + Professionals With: 

  • Liquidity & cash flow management
  • Business succession planning
  • Securities-based lending & investment strategies
  • Tax-efficient exit planning

And We’ll Explain:

  • How can you transition your business while keeping your wealth intact
  • The best way you can access liquidity without disrupting your portfolio
  • Ways to structure your compensation for tax efficiency

Let’s Talk

Securities-based lending has special risks and is not appropriate for everyone. If the market value of a client’s pledged securities declines below required levels, the client may be required to pay down the line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of the client’s securities. For Wells Fargo Bank Priority Credit Line, Wells Fargo Advisors, on behalf of Wells Fargo Bank, N.A., will attempt to notify clients of maintenance calls but is not required to do so. For Priority Credit Line, Wells Fargo Advisors will attempt to notify clients of maintenance calls but is not required to do so. Clients are not entitled to choose which securities in their accounts are sold. The sale of their securities may cause clients to suffer adverse tax consequences. Clients should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. All securities and accounts are subject to eligibility requirements. Clients should read all Wells Fargo Bank Priority Credit Line and Priority Credit Line documents carefully. The proceeds from the Wells Fargo Bank Priority Credit Line may not be used to purchase or carry margin stock or pay down a margin account debit. Margin stock is defined in Regulation U and includes, principally: (1) stocks that are registered on a national securities exchange or any over-the-counter security designated for trading in the National Market System; (2) debt securities (bonds) that are convertible into a margin stock; and (3) shares of most mutual funds. The proceeds from the Priority Credit Line may not be used to purchase additional securities, pay down a margin account debit, or for insurance products offered by Wells Fargo affiliates. Securities held in a retirement account cannot be used as collateral to obtain a securities-based loan. Securities in a Wells Fargo Bank Priority Credit Line or Priority Credit Line collateral account must meet collateral eligibility requirements.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Tools (and Technology) of the Trade

You want the best possible outcomes. And we use robust industry software to help deliver them.

eMoney

  • Provides a snapshot of your wealth, including assets and identified goals, all in one place
  • Shows how decisions you make affect your plan’s performance
  • Allows you to communicate with us securely

FI360

  • Reinforces our commitment to following a fiduciary standard
  • Documents our process and conversations, increasing transparency
  • Helps ensure suggested investments align with your risk tolerance
View Video Transcript

A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

eMoney Advisor® — Connecting your money to what is important in your life


eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
 

*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.