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 Planning
  • 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

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.