Calivas & Jovanovic Wealth Management Group of Wells Fargo Advisors
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.
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.