Family Resources

Family gathered around table

We're here to help.

Our team works with generations of families along the path from wealth creation to legacy preservation. Here's a sampling of resources we've created to help clients at every stage of life.

The Money Talk

Communicating about your wealth as a family can help impart values and lead your heirs toward impactful wealth stewardship.

READ

Financial Stewardship

Money is more than dollars and cents. How you spend, invest, and share it should reflect your family values.

READ

Family & Business History

For a family to succeed over generations, communication about wealth and values is vital. History can be a valuable tool for sharing your family's values and wealth goals.

The Passing of a Spouse

The death of a spouse is an emotional and trying time. Added to this difficult time often is additional stress of not fully understanding what should or should not be done with your significant other’s estate.

READ

Divorce: Financial & Tax Considerations

If a divorce is in your future, you have a lot on your mind—the household, mixed emotions, perhaps children. But now is not the time to overlook finances. Here's a guide to help.

READ

Essential Estate Documents

A comprehensive estate plan involves more than just a will. Here are the four basic documents that everyone should consider.

Signs of Elder Abuse

Are you concerned someone you know is the victim of elder abuse? Here's a guide to help recognize the financial, behavioral, and physical signs of abuse.

READ

Managing Paper Records

It can be confusing knowing what documents to keep, where to store them, and what to shred. Here’s a guide to safekeeping and managing your paper records.

READ

Avoiding Fraud & Scams

The FBI estimates that more than $3 billion is lost to financial scams each year. Help protect yourself and your loved ones by following these 10 practices.

Roseate Group of Wells Fargo Advisors

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 (AL, CA, CO, CT, DC, DE, FL, GA, MD, ME, MO, NC, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX