Private Wealth

Wealth Planning

Whether you’re starting a business, building on established success, or putting a plan in place for the next generation, we can help keep your financial assets aligned with your long‑term priorities.

Offered through Wells Fargo Bank, N.A.

Customized financial advice, strategies, and solutions

Customization is at the heart of our wealth planning process, as we create a structured path for more informed decision-making. Your personal advisory team can partner with a Wells Fargo specialist on a comprehensive wealth plan, including:

Current and future cash flow needs, using what-if scenarios and probability analysis
Wealth transfer, charitable giving, and other estate planning strategies
Family wealth resources, from rising generations to age-related transitions
Risk management through proper structuring and titling of assets, insurance, and income replacement strategies
Business transition options and succession planning
Concentrated stock holding strategies and executive compensation options
Tax-loss harvesting and other strategies to help reduce income, estate, and transfer taxes

Your team of wealth specialists

Together with our wealth planning professionals, your advisor can tailor a wealth plan that goes beyond managing assets to focus on you and your goals — from helping with preserving and growing wealth to helping minimize tax liabilities and educate younger family members on financial decision-making. To learn more about our wealth planning process, contact your advisor.

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Deposit products provided by Wells Fargo Bank, N.A., Member FDIC. Deposit insurance only protects against the failure of an insured depository institution and is subject to FDIC rules, including pass-through coverage which requires certain conditions to be satisfied.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and 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 own situation at the time your tax return is filed.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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