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  • 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
  • Reviews with plan participants
  • Cash management
  • Reviews and summaries of positions and transactions
  • Tax reviews with your tax advisor
  • Monitoring of bond call dates and maturities
  • Endowments
  • Foundations

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.

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

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 (AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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