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Services

Investment Management

  • Risk-managed strategies
  • Rebalancing strategies
  • Retirement income strategies

Retirement Planning

  • Retirement plan investments and distributions
  • Retirement income strategies
  • Stock option grants or restricted stock
  • Social Security claiming strategies

Business Services

  • Employer sponsored retirement plans
  • Business valuation
  • Non-qualified retirement plans
  • Cash balance plans

Institutional Consulting & Endowments

  • Foundations/Endowments
  • Non-Profits & Charitable Techniques
  • Investment Policy Statement Review

Life Transitions Strategies

  • Death of a loved one
  • Job change
  • Coping with Illness
  • Marriage
  • Birth of a child
  • Sudden income and inheritance
  • Divorce

Wealth Preservation Strategies

  • Types of ownership; beneficiary designations Wealth preservation strategies
  • Family wealth planning with the next
  • generation
  • Tax-efficient investment strategies

Insurance Planning and Asset Protection1

  • Adequate insurance protection
  • Management plan for incapacity/disability
  • Healthcare expense planning
  • Long-term care strategies

Liability Management2

Through Wells Fargo affiliates, you have access to banking services, including:

  • Residential mortgage
  • Home equity financing
  • Securities-based lines of credit
  • Business lending
  • Access to trust services

Charitable and Community Giving

  • Discuss various charitable techniques
  • Explore strategies to instill philanthropic
  • values in the next generation

Coordination & Planning Consultations3

  • With your chosen Attorney
  • With your chosen Tax Advisor
  • With your family and loved ones
  • Corporate Trustee Services

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

2 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender icon
3 Astra Wealth Management Group, Wells Fargo Advisors Financial Network and its affiliates are not legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Ready to put a plan in place for the future?

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