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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.

*Advisory programs may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.

** Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.

*** Options involve risk and are not suitable for all investors. Before opening an option position, please read “Characteristics and Risks of Standardized Options” carefully before investing. Supporting documentation for any claims, comparison, recommendations, statistics or other technical data will be supplied upon request. 1.This document is available from your advisor at Wells Fargo Advisors at 1900 Duke Street, Ste. 100, Alexandria,VA 22314, 703-739-1454, or the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Characteristics and Risks of Standardized Options