Retirement Planning

Setting goals, estimating expenses, saving and investing, creating a distribution plan, and managing assets.

Tax-Efficient Investment Strategies

Municipal bonds, stocks or mutual funds that pay qualified dividends, Tax-deferred Investments, Tax-managed Stock Funds, Index Funds, Exchange Traded Funds (ETF's), and Direct Indexing.

Estate Planning Strategies

Working with estate planning and trust specialists available through Wells Fargo Advisors and its affiliates to: help review your wills and trusts, preserve your estate for intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisers.

College Educational Funding

Determine the cost of college, explore funding sources, set savings goals, consider your financial situation and educational goals.

Charitable Gifting

Donor-advised funds, Qualified Charitable Distributions (QCD's), Charitable Remainder Trusts (CRT's), and donation of appreciated assets.

Risk Management

Recommending personalized asset location, diversification, and rebalancing.

Investment Process (eMoney)

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.

ETF Portfolio Programs

Exchange traded funds (ETF) models to match any investor risk profile, strategies to potentially lower your risk profile and exposure, while helping to diversify your portfolio.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.