Legacy and Wealth Planning

Comprehensive planning and education on complex topics including estate planning strategies, tax-efficient strategies, charitable giving, and business succession. Focusing on all family members having planning that aligns with their objectives.

Consolidated Reporting

Through a best-in-class aggregated reporting service, you’ll have access to customized reports and models. View investment strategy and portfolio performance in a way that makes sense for you.

Training and education 

Develop effective decision making, work through family dynamics, communicate strategies, as well as identify educational needs to ensure family members are prepared to manage the wealth.

Family Advisory and Philanthropy

Advice and solutions for family wealth education, intentional communication and decision making, intergenerational wealth transitions, family governance, and philanthropic legacies. Focus on structuring for maximum tax benefits while passing assets to charity and family, as well as private foundation planning and administration.

Risk Management

Preservation of capital and risk management are critical components of managing wealth. We have tailored solutions that can help meet your goals in this area.

Referrals

A carefully curated selection of relationships offering personal solutions.



*Wells Fargo Advisors Financial Network does not endorse these referrals and therefore gives no assurance as to the quality of their services.
Casebeer McCollum Wealth Management

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, AL, AR, AZ, CA, FL, GA, HI, IA, IL, KS, MA, MO, NM, OR, SD, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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