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

Lending Services**

Education Funding Strategies

  • 529 Plans and Education Savings Accounts (ESA)

Retirement Solutions

  • Traditional IRAs and Roth IRAs, Company Retirement Plans
  • Retirement Planning
  • Rollover***

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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, VI, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and 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 non-bank affiliate of Wells Fargo & Company.

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