We understand
your unique circumstances.
Wealth management is an integral part of our clients’ lives that is designed to encompass various areas of their life. Whether you aspire to have a strategic analysis to build wealth for the future, a detailed plan to protect your legacy for multiple generations, or make charitable impacts in the lives and causes that mean so much, we are well-positioned with high-quality advice and a comprehensive plan to give you greater confidence to achieve your financial objectives.
The GSL Wealth Management Formula
Investment Consulting
Management of all investment elements to help maximize the probability of clients achieving all that is important to them.
- Portfolio performance analysis
- Risk evaluation
- Asset allocation
- Assessment of impact of costs
- Assessment of impact of taxes
- Investment policy statement
Advanced Planning
- Wealth Enhancement Strategies: tax mitigation and cash-flow planning
- Wealth Transfer: transferring wealth effectively; family dynamics
- Wealth Protection Strategies: risk mitigation, legal structures and transferring risk to insurance company
- Charitable Giving: maximizing charitable impact
Relationship Management
- Transparent Relationship Management
- Professional Network Access
- Generational Financial Education Service
Growth · Security · Legacy – Growing client relationships, helping secure financial futures, and building a legacy for your family.
Wells Fargo Advisors is not a tax or legal advisor.
Insurance products are offered through non-bank insurance affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.