Managing the Wealth of the Business Owner

We understand the complex and unique financial needs of business owners. Our team will be your central point of contact for the many resources Wells Fargo Advisors has to offer. We are a resource for you and your business from start-up to transition planning and beyond.

Retirement Plans

Companies adopt qualified retirement plans for three major reasons:

  • To provide retirement security for the principals of the business
  • To create tax deductions
  • To attract and retain key employees
Liability Management

As a Wells Fargo Advisors client, you have access to securities-based lines of credit, residential mortgages, home equity financing, credit cards, and business and commercial financing through affiliates of Wells Fargo.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts


Risk Management and Insurance

Business owners have unique risk management and insurance needs. We can help you protect your assets, lower your exposure to liability, and help improve your company's financial position. We can bundle  risk management with an experienced, local team of professionals. Our team of experienced professionals provide concierge services customized to the individual needs of each of our clients. We offer access to insurance products through Wells Fargo affiliates such as:

  • Property and General Liability
  • Umbrella and Excess Liability
  • Workers Compensation
  • Auto Liability
  • Surety and Bonds
  • Alternative Risk Financing
  • Business Continuity
  • Professional Liability
  • Technology, Privacy and Network risk
  • Employment Practices Liability
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.