An exclusive service for friends, family, and associates of our valued clients.

In this challenging economy, you probably know a friend, family member, or colleague who may be in a complex financial situation or just unhappy with the advice they’re receiving from their financial advisor. It’s not uncommon.

In order to help the people you care about achieve their investment goals, we have created a complimentary Second Opinion Service. We’re pleased to offer the same expertise and guidance that you’ve come to expect as our valued client.

Working with a team that redefines wealth management

Ask 10 wealth managers to define “wealth management,” and you’ll almost certainly receive 10 different answers, all of which are likely to be heavily focused on investing. As our client, however, your loved ones and your associates may benefit from a cutting edge team with a clear and comprehensive vision of wealth management.

Here’s how we define “wealth management” for those who ask us:

Investment management

  • Risk evaluation
  • Asset allocation
  • Investment approach and philosophy
  • Portfolio performance and analysis
  • Portfolio evaluating and rebalancing


  • Wealth enhancement, including tax minimization, retirement planning, cash flow, and liability management
  • Wealth transfer to future generations
  • Wealth protection strategies
  • Charitable giving

Relationship management

  • Regularly scheduled calls, reviews, and in-person or virtual meetings
  • Coordinating your legal, tax, and insurance professionals, as well as investment advisors

We are happy to sit down for a discovery session with those who you believe could benefit from our Second Opinion Service. After meeting with them, we’ll suggest ways in which we can help, including recommending other professionals if we don’t believe we’re a good fit for their needs. Either way, they’ll receive a Total Client Profile as well as a personalized investment plan.
Wells Fargo Advisors is not a legal or tax advisor.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Guarantees are based on the claims-paying ability of the issuing insurance company.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.