We believe in aligning your portfolio with your most important life goals and evaluating your investment plan to help ensure you stay on track. Because so much is beyond your control – such as the direction of the stock market, changes in tax laws, or the level of interest rates – we focus on the three things you can control: 

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Value of professional advice

We offer different investment solutions to meet your needs and preferences:
  • Strategic, passively managed, low-cost portfolios designed for long-term investors
  • Portfolios optimized for the current business cycle seeking to capitalize on market trends
  • Customized portfolios to fit unique individual situations and investor preferences, such as legal/tax constraints or preferences for sustainable investing. You can learn more about sustainable investing strategies here.

We believe the key to your success is making a plan and evaluating that plan to stay on track. Our investment services come with such a tracking service called Envision®.
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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 (AL, AZ, CA, CO, FL, GA, IN, KS, KY, LA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, SC, VA, WA). 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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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