Services for Individuals and Families

From a newborn child or grandchild's education savings to living in retirement and planning for the next generation, the Legacy Wealth Management serves as your guide, exploring the full range of your wealth management needs such as:

Investment Planning
  • Plan based on your risk tolerance, investment objectives and time horizon
  • Rebalance or reposition assets as personal or market circumstances dictate
Wealth Preservation Strategies
  • Estate planning strategies
  • Types of ownership; beneficiary designations
Retirement Assets and Company Benefits
  • Retirement plan investments
  • Stock option grants or restricted stock
Education Planning
  • Invest for children or grandchildren
  • Identify suitable tax-advantage investments
Charitable and Community Giving
  • Select suitable charitable techniques
  • Instill philanthropic values in the next generation
Income Tax Planning1 
  • Identify tax-efficient portfolio strategies
Personal Risk and Family Security2
  • Adequate insurance protection
  • Management plan for incapacity/disability
Liability Management
  • Access to lending products and services through Wells Fargo Advisors Financial Network affiliates
Cash Management
  • Emergency funds
  • Cash alternatives
To learn more, please click on the following link: Wealth Management Services.


1  Wells Fargo Advisors Financial Network and its affiliates do not render legal, accounting or tax advice but we are happy to work with your accountant or attorney before you take any action that may have tax or legal consequences.

2 Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo Advisors Financial Network & Company and are underwritten by unaffiliated insurance companies.
Legacy Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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