Additional Services

Alternative Investments*

Charitable Gift Funds
Managed Funds
Offshore Investments
Private Equity
Reits

Credit and Lending**

Through our wells fargo affiliates, you have access to lending products, including:

Securities-based financing
Residential Mortgages
Home Equity Financing
Business Financing
Credit Cards

Education Planning

529 Plans
Educational Savings Plans

Solutions for Business

Employer Sponsered Retirement Plans
Non-Qualified Retirement Plans

Life and Long-Term Care Insurance

Wealth Preservation Strategies

Types of Ownership: Beneficiary Designation
Wealth Preservation Strategies - For Next Generation
Family Wealth Planning-
Tax Efficient Investment Strategies