A Team of Specialists Dedicated to You

Your Wells Fargo Bank team will work with your attorney, accountant, and other outside advisors to support your financial goals.

Wells Fargo Bank offers dedicated specialists in:

  • Philanthropic Services
  • Special Needs Trust Services 
  • Oil, Gas, And Mineral Management 
  • Real Estate Asset Management
  • Estate Services
  • Business Advisory Services
  • Business Transition Planning
  • Legacy Trust Services
  • Family Dynamics

*Wells Fargo Advisors does not endorse these referrals and therefore gives no assurances as to the quality of their services. 

Bank products and services are offered through Wells Fargo Bank, N.A. Member FDIC.

Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

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, a 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.