Gallos Wealth Management Group
of Wells Fargo Advisors

Our Services

As a client you can expect to work with a financial advisor who will sincerely listen to you and provide a comprehensive financial strategy that can address many different aspects of your current and future financial obligations. We provide a full range of services, including:

  • Asset allocation strategies to help balance portfolios for growth and income1
  • Fund advisory services and separately managed accounts
  • Coordination of recommendations with attorneys, accountants, trust officers, insurance executives and other professional advisors2
  • Professional money management as appropriate
  • Fixed-income investments
  • Tax-efficient investment strategies
  • Mutual Funds, Closed-end funds, ETFs
  • Retirement programs for individuals and businesses including IRAs and conversions, SEPs, 401(k)s, SIMPLE, pension and profit-sharing plans
  • Education funding strategies
  • Investment of proceeds from retirement plan payouts
  • Diversification strategies for concentrated stock positions
  • Alternative investments, hedge funds and private placements for sophisticated investors
  • Retirement funding analysis
  • Estate planning strategies, charitable giving and trust services3
Our team believes in a complete approach to financial management supported by exceptional service.

1Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.
2Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
3Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
4Independent money management and advisory programs may not be suitable for all investors.

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 (CA, CO, CT, FL, KS, MA, MD, NC, NJ, NM, NY, PA, PR, RI, SC, TN, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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