Wealth Transfer & Charitable Giving

Wealth Transfer & Charitable Giving

Leaving a legacy to children, grandchildren, or a particular institution or charity is important to many people. However, before estate planning--including gifting and trust services--is considered as part of your overall strategy, the Riazzi Rhyne & Swaim Investment Group will first complete a comprehensive cash-flow and asset analysis to examine the impact inflation will have on your assets and recommend potential ways to help secure a comfortable retirement.  The group specializes in investment estate and charitable giving and understands the value of careful planning.  Riazzi Rhyne & Swaim will work closely with you, your family, and your other professional advisors as needed to potentially minimize or help eliminate your estate-tax liability.  In addition, the group is backed by experienced planning and insurance specialists who provide meaningful support in the critical areas of asset protection and wealth preservation.

The Riazzi Rhyne & Swaim Investment Group can help you address needs such as:

  • Providing care for an elderly parent or a special-needs child
  • Succession or liquidation plans for business owners
  • Helping design a strategy to direct your assets should you become incapacitated

Riazzi Rhyne & Swaim Investment 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, AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, ND, NJ, NY, OH, OK, PA, SC, SD, 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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