Your financial resources help you provide the life you want for you and your family. Continuing to maintain your quality of life — now and in the future — requires an effective plan for managing and growing your financial portfolio.
No matter if your assets have been accumulated over a long career, through an initial public offering (IPO), or from an inheritance, you want to protect those dollars — and put them to work.
Consider your goals
To create an effective wealth plan, we’ll help you examine your:
- Personal and family goals
- Approach to investing and tolerance for market fluctuations
- Goals for retirement income
- Goals for your children’s education
- Desire to leave a legacy for your beneficiaries
- Plan to give back to the community
- Potential tax implications
New to wealth?
Financial assets can come from a variety of sources, often with little notice. Effective financial management and a custom plan can help you grow what you have now and prepare for the future.
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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank
- May Lose Value