Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Family Financial Overview

Foster Jones Langham Investment Group of Wells Fargo Advisors' multigenerational investment planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity, confidence and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.

Plan Development

Our accomplished team of financial professionals leverage complementary skill sets to provide personalized, goals-based guidance for clients. We carefully assess your full balance sheet – including investment asset allocation, retirement accounts, real estate holdings and insurance coverages – to provide a detailed investment plan to allow you to properly care for your wealth and loved ones’ long-term financial well-being.

Wealth and Investment Management

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve, and transition your wealth.

Liability Management

As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Baking, Trust and Fiduciary Services, and Insurance as wells as various customized and more traditional lending products.3


Insurance and Asset Protection

Insurance protection1 is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance. We will also review your existing insurance policies.

Corporate Retirement Planning

We are a team of seasoned retirement plan experts who are passionate about delivering fully customized retirement plan solutions designed to achieve the objectives of plan sponsors. We offer the unique advantages of our model of serving in the role of an outsourced retirement department for our clients. This encompasses help reducing fiduciary liability, optimizing plan designs for employees and advocating for participants to make retirement readiness a top priority.

Legacy Planning and Philanthropy

Foster Jones Langham Investment Group will review your current estate plan2 to ensure it is up to date and properly structured to protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. We help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

Our team also assists individuals and families in defining their charitable and philanthropic objectives and offers potential strategies to help achieve those goals in a tax-advantaged manner.

Retirement Income Planning

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
1 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
2 Wells Fargo Advisors is not a legal or tax advisor.  However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet our financial goals.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
3 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.  Equal Housing Lender

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, as 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.  Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.