Next-Level Guidance for Next-Level Wealth
Everything you’ve worked hard to earn should be managed with the same level of focus and effort—nothing less.
Our Firm has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.
Family Financial Overview and Developing Your Plan
- Clarify family values, goals, and objectives
- Assemble consolidated financial statements
- Identity and triage financial priorities
- Implement eMoney plan
Wealth and Investment Management
- Customized portfolio solutions
- Alternative income strategies
- Indexed and tax-managed solutions
- Individual equity strategies
- Private Placements for Accredited Investors
Access to Lending Products and Services Through Wells Fargo Affiliates / Liability Management*
- Liability Analysis and optimization
- Access to banking services including securities-based lending and residential mortgages through Wells Fargo Affiliates
Corporate Benefits and Retirement Plans
- Managing and understanding corporate benefits
- Optimizing savings plans and pension elections
- Annual enrollment support
- Cash flow modeling and sensitivity analysis
Concierge (VIP) Executive Services
- Concentrated equity strategies
- 10b5-1 Trading plans
- Stock options and RSU analysis
- IOU stock analysis
Retirement Income Planning
- Design tax efficient streams of income
- Incorporate lifecycle spending strategies
- RMD, Social Security and Medicare planning strategies
- Forecast spending plan
Insurance and Asset Protection**
- Insurance advice: Life and disability
- Needs analysis and policy reviews
- Life and Disability insurance
- Extended care planning
Legacy Planning and Philanthropy
- Estate and wealth transfer strategies
- Family gifting strategies
- Philanthropic giving
Advanced Planning
- Next gen counseling and planning
- Educational funding and planning
- Intergenerational family meetings
- Business succession planning
Coordination with CPA and Attorney***
- Tax control strategies
- Collaborative meetings / open communication
- Professional introductions
- Estate documents and tax return reviews
Important Disclosures
*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.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as thorough review of your existing coverage.
***RIZE Wealth Management, 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 non-affiliates 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.
