When you become a client, you become a part of our work family.

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OUR NETWORK OF PROFESSIONAL RESOURCES

We have a vast resource of professionals with whom we can collaborate to make sure all areas of your planning are working in sync with each other to pursue your overall financial success. We work with Certified Public Accountant firms, Estate Planning firms, and Family Law firms.

Wells Fargo Advisors is not a legal or tax advisor.

OUR MISSION

TO ENHANCE THE QUALITY OF OUR CLIENTS LIVES AND HELP BRING PROSPERITY TO THOSE WE SERVE.
The Alpha Consulting Group of Wells Fargo Advisors has over 95 years of experience
as a trusted advisor to a select number of families and institutions. We are committed to helping
you plan effectively, invest wisely, and map a realistic course for your future years.

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, FL, GA, IL, KS, LA, MA, MN, MO, NC, NJ, OH, OK, PA, TX, VA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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