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Astra Value

Once a family has accumulated wealth, we believe future generations are vital to continuing the prosperity. We serve multiple generations within familiesā¤each experiencing a different life stage. Our team is here to implement pathways that provide the guidance family members need through their life journeys.

Family members ages 0-25 years

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  • Providing financial education regarding the complexities of family wealth
  • Helping to establish open lines of communication
  • Engaging family members in the family's philanthropic missions

Family members ages 25-40 years

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  • Offering education regarding the importance of careers and spending on the future of the family's wealth
  • Providing guidance about the intricacies of managing family wealth
  • Keeping up to date on your family's insurance and risk management needs
  • Offering guidance on large purchases and family budgeting
  • Continuing to help enhance the family's philanthropic giving strategies

Family members ages 40-65 years

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  • Helping to prioritize what's most important to you and your family
  • Putting retirement and income replacement strategies in place
  • Managing cash flow and debt
  • Continuing to explore tax-efficient investment strategies
  • Analyzing estate planning needs

Family members over 65 years

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  • Developing business succession strategies
  • Providing analysis on the options for claiming Social Security and Medicare coverage
  • Updating estate and legacy planning strategies

Insurance products are offered through our affiliated nonbank insurance agencies.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Any estate plan should be 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?

Contact Us