s i l v e r g a t e
  • Looking:
Support
New Accountss
Support
New Account

Wealth Planning

  • Home
  • Wealth Management
  • 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.







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.