Plotting a Course to Your Future

Getting where you want to go in life requires professional navigation. At Smirniotis & Seibold Wealth Management, we’ll sit down and talk with you about your personal and investment goals for the future. Looking at those goals, we’ll walk you through the integrated plan and innovative strategies that can help make them a reality. Over time, we’ll reach out to you and revisit your plan to make sure everything is on track, making adjustments if necessary.

Your investment plan may include some of these core services:
 
Business Transition
Buy-sell agreements and employee stock option plans

Charitable Giving
Maximizing the benefits of charitable donations

Estate Planning Strategies
Preserving your wealth for the next generation

Insurance
Life, longterm care, disability and annuities

Access to Lending Services through Wells Fargo Affiliates:
 
Retirement Planning
Helping keep your retirement on track

Tax Deferred Retirement Plans
401K plans, simple IRAs, (SEP)IRAs, profit sharing plans, IRAs and ROTH IRAs


Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. 

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

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, CO, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY). 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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