Investment Management

Goals-based strategies
Risk profile assessment
Rebalance strategies
Retirement income strategies

Retirement Planning

Retirement plan investments and distributions
Retirement income strategies
Stock option grants or restricted stock
Social Security claiming strategies

 

Business Services

Employer sponsored retirement plans
Business valuation
Non-qualified retirement plans
Cash balance plans

Institutional Consulting & Endowments

Foundations/Endowments
Non-profits & charitable techniques
Investment policy statement review
 

Life Transitions Strategies

Death of a loved one
Job change
Coping with Illness
Marriage
Birth of a child
Sudden income
Divorce

Wealth Preservation Strategies

Types of ownership; beneficiary designations
Wealth preservation strategies
Family wealth planning with next generation
Tax efficient investment strategies

 Risk/Insurance Planning

Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Long-term care strategies

 

Through our Wells Fargo affiliates, you have access to lending products, including* 

Residential Mortgage
Home equity financing
Securities-based lines of credit
Business lending
Access to trust services

Charitable and Community Giving

Discuss various charitable techniques
Explore strategies to instill philanthropic values in the next generation
Planning consultations
With your chosen attorney
With your chosen tax advisor
With your family and loved ones
Corporate trustee services

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

* 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.
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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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