Retirement Planning &
Private Wealth Management in NV

Financial Planning Services

Wells Capital Group is an independent firm in Las Vegas, NV that provides financial planning and wealth management retiree’s and pre-retiree’s. Wells Capital Group has been helping families throughout Southern Nevada plan for financial freedom and independence in retirement.
Because we are held to the fiduciary standard and must put your interests first, we strive to operate with the highest level of integrity, honesty, transparency and to always put your needs above all else.

Call us today to learn more about the following services

  • Retirement Planning

  • Income Planning | Tax-Free Income Planning

  • Investment Management

  • Cash Flow Analysis

  • Social Security Maximization

  • Annuities

  • Life Insurance

  • 401(k) / IRA Rollovers

Complimentary Consultation

Schedule a no-obligation Retire Well Road Map Review

Income Planning

• Social Security Maximization
• Income & Expense Analysis
• Inflation Plan
• Spousal Plan
• Longevity Protection

Investment Planning

  • Assessing your Risk Tolerance
  • Analyzing portfolio costs and fees
  • Volatility Control
  • Comprehensive Institutional Money Management

Tax-Efficient Strategies

• IRA Conversions
• IRA Rollover
• Marginal Tax Planning
• Life Insurance
• Social Security Planning

Legacy Planning

• Probate Avoidance
• Distribution of assets
• Wealth Transfer Strategies
• Charitable Planning