Comprehensive wealth management services

Our professional credentials and years of experience and have provided us with expertise on many aspects of wealth planning. Using our collaborative process, we help you organize your financial affairs and develop a plan to grow, preserve, manage and transition your wealth.

Investment management

  • Portfolio Management

  • Asset Allocation

  • Custom Portfolios

  • Tax efficient investment strategies



Wealth planning

  • Define an ideal and acceptable lifestyle

  • Identify sources of income

  • Optimize spending and saving priorities

  • Develop and implement your plan



 

Retirement & income solutions

  • Implement retirement savings strategies

  • Design tax efficient customized streams of income

  • Recommend spending strategies

  • Calculate required minimum distributions

  • Identify Social Security and Medicare strategies



 

Personal financial organization

  • Clarify values, goals and objectives

  • Assess current financial situation

  • Identify short-term and long-term financial priorities

  • Consolidate accounts and assets

Estate Planning & Philanthropy*

  • Review beneficiary and account titling

  • Implement estate and wealth transfer strategies

  • Establish philanthropic and gifting techniques



Risk Management**

  • Customized risk management

  • Access to life insurance and long-term care insurance

  • Design wealth replacement strategies

 

Liability Management*** Liability analysis and optimization

Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:

  • Securities-based financing

  • Residential mortgages

  • Home equity financing

  • Business financing

  • Credit cards



Education Investment Planning

  • Set up college savings accounts

  • Implement 529 college savings plans



Coordination with CPA & Attorney***

  • Coordinate collaborative meetings

  • Review of legacy documents and tax returns

  • Coordinate tax-efficient investing strategies

* Wells Fargo Advisors and its affiliates do not provide legal or tax advice.  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

** Wells Fargo Bank, N.A offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank, The bank is responsible for the day-to-day management of the account for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisors with respect to the Bank produces and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relation with Wells Fargo Bank, N.A.

*** 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.  AAA Equal Housing Icon.jpg
Salmon Hauger 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 (AK, AR, AZ, CA, CO, FL, HI, IL, KY, MA, MD, ME, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WV, WY). 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.

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

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