Our Services

Retirement Planning

Our retirement planning strategies are designed to help you identify your specific retirement goals and then develop a comprehensive plan to achieve those goals. We’ll help you manage every aspect of your transition from working to retirement, such as balancing the need for predictable cash flow and your desire to leave a legacy. You’ll also have the flexibility to adjust your plan as needed to support your pre and post-retirement lifestyle.

Estate Planning

We can work with you and your other professional advisors to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Trust Services

We work with trust companies to help you use your wealth to support the people and causes you care about. Trust accounts can help you plan for changing needs, maximize what you leave to heirs or charitable causes, and minimize the effect of taxes.

Wealth Planning Resources for Publix Associates

Assistance with navigating complex compensation arrangements and seeking to mitigate risks associated with concentrated equity positions.

Florida Domicile

With no state income or inheritance/estate tax, Florida may be a much more financially attractive choice than the state you currently reside permanently in. Domicile means legal residence, and every American must declare which state they live in or intend to make a permanent home.

Investment and Asset Management

Access to a full suite of investment offerings to help ensure that your objectives and strategies align with your desired level of risk.

Philanthropic Planning

A structured approach to addressing your charitable goals and values.

Insurance Solutions

Assessment of your coverage to safeguard your investment plan from the unexpected. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated Insurance companies.

Liability Management

Access to lending products and services through Wells Fargo affiliates.