Wealth Management Services

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Family Financial Overview

  • Clarify family values, goals, and objectives
  • Assemble consolidated financial statements
  • Identify and triage immediate financial priorities
  • Create financial organizational binder
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Develop a Plan

  • Define an ideal and acceptable lifestyle
  • Identify sources of income
  • Optimize spending and saving priorities
  • Implement Envision® plan and financial strategy action plan
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Wealth and Investment Management

  • Executive summary portfolio review
  • Customized portfolio solutions
  • Third party investment management services
  • Cash management services
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Retirement Plans and Company Benefits

  • Retirement plan analysis and coordination
  • Executive stock compensation strategies
  • Managing and understanding corporate benefits
  • Concentrated equity strategies
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Retirement Income Planning

  • Design tax-efficient streams of income
  • Incorporate life cycle spending strategies
  • Administer required minimum distributions
  • Develop Social Security and Medicare planning strategies
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Insurance and Asset Protection*

  • Policy reviews and needs analysis
  • Life and disability insurance
  • Extended care planning
  • Wealth replacement strategies
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Legacy Planning and Philanthropy

  • Beneficiary and account titling review
  • Estate and wealth transfer strategies
  • Philanthropic and gifting techniques
  • Donor-advised funds
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Advanced Planning

  • Business succession planning
  • Intergenerational planning
  • Life management services
  • Education planning
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Coordination with CPA and Attorney**

  • Collaborative meetings
  • Open and comprehensive communication
  • Legacy document and tax return reviews
  • Tax control strategies
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

**Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
CenterCoast Private 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 (AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, 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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