Harry Calivas, Ph.D., CFP®, CIMA® Managing Director - Investments
Examples of Client Services We Provide
Investment Portfolio Management and Advice
Stocks, Mutual Funds, Bonds, ETFs and Annuities
Financial Strategy Development and Investment Planning
Portfolio Asset Allocation and Diversification Strategies
Advisory and Managed Accounts
Risk Management Planning**
Life Insurance, Disability Insurance, Long-term Care Insurance, and Healthcare Insurance Evaluations
Education Funding Strategies
529 Plans and Education Savings Accounts (ESA)
Traditional IRAs and Roth IRAs, Company Retirement Plans
Wealth Management Support****
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies..
**Through our Wells Fargo affiliates, you have access to lending services including securities-based financing, residential mortgages, home equity financing, business financing, and credit cards.
***Rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.
****As Wells Fargo Advisors, we can provide access to Wealth Management, commercial banking, and investment banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates.
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