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Wells Fargo Advisors Products and Services
We have developed a powerful, dynamic wealth management platform that we continue to evolve and enhance. This includes products and services, as well as industry-leading planning tools, technology, and advice. Additionally, through Wells Fargo Bank, we can refer you to specialists who can offer a full range of wealth management solutions to help address your complex financial and wealth planning situations.
Wells Fargo Advisors Products and Services1
Investments• Stocks and bonds• Fixed income • Mutual funds • ETFs • Certificates of deposit • Annuities • Options • Private capital • Hedge funds • Separately managed accounts for qualified clients •Portfolio management Retirement Planning• IRAs and distribution options• Roth IRAs and conversions • Business retirement plans Estate Planning4 Strategies• Charitable giving strategies• Financial literacy for families • Wealth transfer strategies Education Planning• 529 plans• Education savings plans |
Executive Services• Concentrated stock monetization and hedging strategies• SEC Rule 10b5-1 plans Insurance5• Life insurance• Long-term care insurance • Disability insurance Legacy & Trust Planning• Wealth preservation and transition strategies• Trust and tax-efficient investment strategies • Legacy strategies to control wealth transfers • Family wealth planning with next generation Coordination with CPA & Attorney4, 5• Coordinate collaborative meetings• Review of legacy documents • Implement tax-efficient investing strategies |
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Wells Fargo Bank Products and Services2
Wealth Planning3, 4• Comprehensive wealth planning• Business succession planning • Executive compensation planning
• Real estate financing, including: |
Trust & Fiduciary Services3, 4• Business advisory services• Legacy trust • Special needs trust services • Trust services |
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
1 Brokerage 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 separate non-bank affiliate of Wells Fargo & Company.
2 Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
3 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 the Bank products and services is limited to referral and relationship management services.
4 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.
5 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
6 Residential mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Member FDIC. Equal Housing Lender. NMLSR ID 399801
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