Wealth Transfer Planning

Wealth Transfer Planning is an  integral component of a well defined, comprehensive investment plan. Through collaboration with our clients and their other professional advisors such as their attorney, accountant, and tax professional,  we strive to incorporate our clients goals and multi-generational objectives in estate planning into a tailored investment plan designed to help our clients achieve their desired wealth transfer outcome.

Insurance Planning Strategies

  • Term Insurance

  • Whole Life Policies

  • Insurance Planning

  • Annuities- Fixed & Variable

  • Long Term Care Insurance

Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax 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 own situation at the time your tax return is filed.

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