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Tailored Investment Planning Solutions For Same-Sex Couples

Tailored Investment Planning Solutions For Same-Sex Couples

Let’s face it. Talking about money isn’t easy. Every legislative action that affects domestic partnerships has the potential to impact your financial situation and investment goals.

The good news? You don’t have to be an expert to have a thoughtful approach to building wealth and achieving your long- term financial goals.

As the changing laws become increasingly complex, LGBT investors see the merits of working with financial professionals specifically trained to understand the unique needs of LGBT couples.

More than one year after a Supreme Court decision and subsequent court decisions on same-sex marriage, LGBT investors still struggle to understand changing laws and are concerned about the financial and legal implications involved, according to a recent Wells Fargo survey.

A majority of LGBT investors surveyed (83%) do not fully understand how federal and state laws apply to them, including two-thirds (67%) of those who are currently in legal same-sex marriages. Despite the confusion, fewer than half surveyed (47%) who are in same-sex marriages or partnerships have sought guidance to help them figure out how recent court rulings and laws impact them personally.

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Wells Fargo Advisors is here to help. We’ve been at the forefront of the financial services industry’s efforts to meet the needs of the LGBT community. In 2009, in partnership with the College for Financial Planning®, we created the Accredited Domestic Partnership Advisors (ADPA®) designation. Financial Advisors who earn this designation are well equipped to work with domestic partners and lesbian, gay, bisexual, and transgender (LGBT) clients to develop a thoughtful approach to help identify and work toward their financial goals. Today, Wells Fargo Advisors has more than 100 ADPA-certified Financial Advisors nationwide, more than any other firm in the country.

For more information on financial services offered to LGBT individuals and couples, please visit wellsfargo.com/lgbt.


Wells Fargo Advisors, LLC is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company 0714-03986

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