• 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.