Building and managing your plan is a complex challenge – one that often demands the skills of many experienced financial professionals. Together, with our knowledge and experience, we coordinate with your other advisors and access specialized resources throughout Wells Fargo and affiliates.
We can provide access to affiliates of Wells Fargo who engage in an ongoing dialogue with you and your chosen advisors to help make sure you’re on track with your goals. In addition to the resources below, we also have access to specialists from other Wells Fargo lines of business.
* Employed by Wells Fargo Bank, N.A.
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 legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.