Blaustein Private Wealth Group of Wells Fargo Advisors

Liability Management

Our team can help you manage both sides of your personal balance sheet. This includes your assets (stocks, bonds, etc.) and your liabilities (loans, lines of credit, etc.) as well. When you understand your entire financial picture, your Financial Advisor is uniquely positioned to help you achieve your goals.

Wells Fargo Home Mortgage

Considering your home may be your largest asset, it may make sense to consider the potential impact your home financing can have on your investment picture. As a Wells Fargo Advisors client, I can refer you to a Wells Fargo Home Mortgage consultant or Private Mortgage Banker, at Wells Fargo Bank who can help you explore your home financing alternatives, and your Financial Advisor at Wells Fargo Advisors can address how those decisions may affect your long-term financial goals.

As a Wells Fargo Advisors client, you may qualify for an interest rate pricing discount.

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Your Whole Financial Picture
Your Financial Advisor can help you manage both sides of your personal balance sheet. This includes your assets (stocks, bonds, etc.) and your liabilities (loans, lines of credit, etc.) as well. When he or she understands your entire financial picture, your Financial Advisor is uniquely positioned to help you achieve your goals.

  • Securities Based Financing
  • Home Mortgages
  • Home Equity Lines of credit
  • Business Financing
  • Credit Cards


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Finance Your Unique Needs & Goals

If it complements your financial goals, your Financial Advisor will help you explore borrowing choices provided through Wells Fargo Advisors and Wells Fargo Bank affiliates. Your Financial Advisor can also introduce you to a lending specialist for your particular financial need. You may also be eligible for relationship pricing discounts based on your relationship with Wells Fargo Advisors and Wells Fargo Bank.
 
Through our Wells Fargo affiliates, you have access to lending services, including:

  • Securities-Based Financing
  • Residential Mortgages
  • Home Equity Financing
  • Small-Business Financing
  • Credit Cards


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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.

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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 (AZ, CA, CO, CT, DC, FL, MA, MD, MN, MO, NH, NJ, NY, PA, VA, WI). 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.

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