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We provide our clients with a full range of wealth management services and can extend our range by drawing on the extensive resources of Wells Fargo Advisors, Wells Fargo Private Bank as well as our network of other trusted professionals.
  • Pre-/post-retirement planning
  • Estate planning services, coordinated with your legal advisor as needed
  • Income tax planning coordinated wih your tax advisor as needed
  • Long-term-care analysis
  • Insurance planning
  • Education planning
  • Personalized asset allocation
  • Fee-based private investment management
  • Tax-advantaged investments and annuities
  • Stock/Equity/ETF's, ETP's
  • Mutual fund programs
  • Fixed-income investments
  • Performance reviews
  • Unit investment trusts
  • Commodities
  • Option strategies
  • Certificates of deposit
Retirement plans: SIMPLE, 401(k), IRAs, SEP-IRAs
Periodic seminars for plan providers
Key-person life insurance
Periodic reviews with plan participants
Cash management
  • Periodic reviews
  • Quarterly summary of positions and transactions
  • Annual tax reviews with your tax advisor
  • Monitoring of bond call dates and maturities
  • Endowments
  • Foundations
Access to lending services through Wells Fargo afiliates.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.