Helping you put a plan in place to maximize your wealth and optimize your professional or corporate benefits.
The challenges faced by executives and professionals require a full balance sheet approach including the analysis of your compensation package, equity position and other corporate benefits. Our recommendations are only made after taking all of your financial and lifestyle considerations into account. We help you answer questions such as:
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How do I better assess my professional risk?
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What can I do to help preserve my concentrated equity portfolio?
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How do I integrate my stock options into my overall wealth plan?
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How can I better diversify my restricted or controlled stock positions?
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Are my insurance and risk management plans appropriate?
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How do I ensure my trust and estate is properly set up?
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. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.