Description of Services


Our experience in working with dealer principals around the nation has provided us with a specialize perspective on how to incorporate reinsurance with the overall management of assets and liabilities. We provide effective reinsurance strategies designed to help meet both short term objectives and long term goals.


1. For Individuals and Families:

We develop and deliver tailored financial solutions customized to each of our valued clients, their families and their businesses. We take great care in helping our clients reach their milestones by creating a holistic investment plan to help achieve their goals.
  • Investment Planning
  • Portfolio Management
  • Estate Planning Strategies
  • Insurance Planning
  • Liability Management 


2. For Corporations: 

With more than 75 years of experience and the wide scope of services from Wells Fargo Advisors, we provide our corporate clientele with strategies to solve the challenges unique to their business.
  • Retirement Plan Analysis
  • Succession Planning
  • Insurance Planning
  • Cash Management
  • Access to lending services through Wells Fargo affiliates


3. For Dealer Principals:

Our experience in working with dealer principals around the nation has provided us with a unique perspective on how to incorporate reinsurance with the overall management of assets and liabilities. We provide effective reinsurance strategies designed to help meet both short term objectives and long term goals.
  • Tax-efficient Planning
  • Reinsurance Management
  • 401K Retirement Plans
  • Buy and Sell Agreements
  • Generational Wealth Planning
  • Insurance and Cash Management Strategies


4. For Foundations and Endowments:

Drawing upon our team's investment experience and leveraging the resources of Wells Fargo affiliates, we provide a full-service, customizable model for our 501(c)(3) clients.
  • Fiduciary Service
  • Philanthropic Services
  • Managing Cash Flow Budgets
  • Socially Responsible Investing
  • Compliance Monitoring
  • All Aspects of Fiduciary Investment Management 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Corcoran, Hueglin, and Pellarin Wealth Management Group of Wells Fargo Advisors

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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY). 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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