Generational Wealth And Legacy Planning

We have helped many families create plans designed to build, manage, preserve, and transition their wealth. We take the time to build lasting relationships with each individual and family member. This helps us manage your wealth to meet your needs now and into the future. We focus on building your plan to provide sustainable retirement income with tax efficient investment strategies.
Together, we will establish your goals and priorities to make sure your plan is in place to help you achieve your vision of the future.

What risk managed investment strategies are appropriate for my needs?
What strategies are available to help preserve my wealth?
How do I plan for healthcare and long-term care expenses?
How can my advisor work with my accountant and lawyer to help set up the best trust for my needs?
We’ll create a roadmap for your family that helps preserves your legacy, provides for your loved ones, and protects them in the future.
How do I responsibly pass my wealth to the next generation?
How can a trust help to protect and manage my assets for current and/or future generations in my family?
How can I provide financial security for my family member with a disability while maintaining eligibility for state and federal public benefits?
How does a trust affect the heirs of my estate with probate and estate taxes?
What strategies can I use to instill philanthropic values in the next generation?



Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 
Our experience helping others gives us the insight to build risk management strategies designed to protect you and your family in case of unexpected events.

What are my options for tax-efficient portfolio strategies?
Which asset location strategies would get me the most favorable tax treatment?
How can I manage capital gains, losses, and alternative minimum tax (AMT) exposure?
Do we have adequate insurance protection?
Do I need a management plan in case of incapacity/disability?
Ultimately, you decide how you want to engage your family. We help you navigate those decisions and collaborate with your loved ones.

Investment strategy updates
Performance reviews
Estate planning reviews
Full or filtered multigenerational asset map



Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Connect with us to discuss your wealth planning needs. Learn More

Meridian Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, HI, IN, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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