The Glynn Kelly Investment Group
of Wells Fargo Advisors

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

You think of Wells Fargo Advisors for strategic investment planning. Find out how we can help make your borrowing more strategic, too.

Your Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker

Learn about tax-smart strategies to consider before year-end to make the most out of your money

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…