For you, that means coordinating a team of experienced professionals who think of your best interests, first and always.

CPAs

Attorneys

Insurance Agents

Other Industry Professionals
You can expect us to use a framework that considers every possibility, from how you view life now to where you want to be—and everything in-between.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
But even the most sizeable retirement accounts can be eroded by multiple factors, like rampant inflation, unforeseen medical emergencies, and changes to your tax bracket.
To help you live the retirement you worked so hard to earn, we will help you:

Establish a budget

Consider life insurance options

Maximize your dispursements

Establish plans like 401(k) and SEP IRA
Making those plans can be emotionally charged—but establishing an iron-clad Trust to make certain your values are honored and your loved ones are cared for if the unexpected occurs is of extreme importance. Especially when wealth of magnitude is involved.
We’ll work together with other professionals as needed to:

Help minimize your estate taxes

Control your asset distribution

Title beneficiaries

Document your end of life wishes
Jet Wealth Advisors and Wells Fargo Advisors Financial Network is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.
You deserve to work with someone who cares as much as you do.
We can help you champion your most meaningful causes by structuring your assets, so they make a difference bigger than you thought possible.