Additional Resources
To support your financial needs we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
All these are resources are employed by Wells Fargo Bank, N.A


Integrated Advisory Approach
- Fiduciary Wealth Strategists – estate, trust, and legacy planning
- Private Wealth Portfolio Managers – customized portfolio design and management
- Philanthropic Service – charitable planning and giving strategies
- Liability Management – Access to lending and banking solutions
- And other specialized resources as client needs evolve
This coordinated approach helps ensure that investment decisions are aligned with tax planning, estate objectives, and overall financial strategy.
*Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo & Company and its affiliates do not provide tax or legal advice.