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Professional Partnerships Made to Empower

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We believe our talents are more than capable of serving the needs of most investors. At the same time, we won’t hesitate to can connect you with specialists from Wells Fargo that will work with your attorney, accountant and other outside advisors to holistically support your financial goals. While we value the input of these specialists, they are not a part of our practice, nor can they make securities recommendations or discuss brokerage or advisory accounts or products. Please contact us if you have questions about the role they might play in your investment strategy.


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Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.

Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.