WORKING TOGTHER TO SERVE CLIENTS AND CREATE GREATER VALUE

We work collaboratively with professionals across a range of expertise to help provide a holistic, effective financial strategy for clients. Many times we can leverage our experience and resources to add value to services provided by professionals such as Accountants and Estate Planners. In an increasingly complicated lending and tax environment, we welcome the opportunity to combine efforts with other professionals and jointly serve clients. Here are some examples of professionals we collaborate with, and the client results we create together.


Estate Attorneys


Together, we can share resources and co-design how to help more UHNW and HNW clients plan for their family's future generations. With our combined experience and tools, we are able to help more clients see the feasibility of moving the appropriate amount of assets into their estate plan - and doing so in support of their current or future lifestyle.


We may also be able to save you time, allowing you to focus on other aspects of your clients needs. By working together on behalf of clients, we collaboratively help ensure that their money and the estate plan are conjoined, allowing for more impactful strategies and the resources to make a variety of trusts viable and worthwhile.


Certified Public Accountants

We have some alternative ways to assist you in what you do best – lower your HNW clients’ tax drag. We offer our HNW clients both simple and complex ways to help lower the taxes they would otherwise expect to pay, depending on what is appropriate for each client. One alternative approach may include diversifying their large single stock holdings including their equity compensation plans with Exchange Traded Funds - and possibly doing so with no sale of their stock and no tax impact. 


Other Professionals


Every day we find more ways that we can aid professionals and their clients with topics related to estate planning, retirement planning, lending solutions, insurance, and investment guidance. We are always willing to work with you to assist your clients or explore how you might assist ours. We encourage you to reach out to us to discuss how we may collaborate to provide clients with an even better and more valuable experience.

Verismo Financial

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, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, 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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