Customized strategic and tactical asset allocation, asset management, and portfolio design
Non-discretionary and discretionary management of investments
Alternative investments, hedge funds, private equity, and structured investments
Planning for special needs children and grandchildren
Estate investment planning and wealth transfer strategies
Comprehensive trust services
Access to Banking and Lending services through Wells Fargo affiliates
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums.
Strategies to manage concentrated equity positions
Exchange funds and equity collars
Strategies to manage and execute employer-granted incentive stock option and nonqualified stock option awards, including cashless exercise programs
Section 16, Rule 144, restricted and control stock sales
10b5-1 Officer and Director Automatic Securities Disposition Plan trading plans
Review, analysis, and implementation of non-qualified deferred compensation programs
Sophisticated modeling program for retirement income planning
Income and asset preservation strategies
Analysis of defined benefit plan options
Development of retirement strategies integrating private, federal, and state pension benefits
Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve highers costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.
Identify appropriate charitable gifting techniques, such as utilizing a charitable remainder annuity trust, charitable remainder unit trust or pooled income fund, grantor retained annuity trust, charitable lead trust, and/or a wealth replacement trust
Support philanthropic values in the next generation
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.
Life insurance: whole life, universal life, variable life, term, and second-to-die policies
Disability income insurance for both individuals and groups
Long-term care insurance
Business succession planning
Enhanced executive compensation
Insurance products are offered through nonbank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.
Corporate, foundation, endowment, and non-profit organizations
Investment policy statement evaluation and development
Structuring investment portfolios to meet the special cash flow needs of institutions
Review and implement qualified retirement plans, including 401k, Profit Sharing, Defined Benefit, SIMPLE IRA, 403b, and non-qualified executive deferred compensation plans.
“One size never fits. One meeting never suffices. And one detail can make all the difference.”