It is important that we leverage the expertise of our team and our Wells Fargo affiliates to address your full financial ecosystem. Although we are fully capable as individual advisors, we are stronger as a team and better equipped to serve your various needs.

Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design, and implement specific strategies that can help you achieve your goals. In order for your plan to be cohesive, we consult with the following parties regarding technical and planning concerns:

•  Your attorney
•  Your CPA
•  Insurance specialists
•  Wells Fargo Private Bank
•  Other Wells Fargo professionals

Your wealth management and investing plans are more likely to thrive through effective collaboration in a team of financial professionals. Our goal is to help implement a plan that is fully integrated and addresses the many facets of your financial life.

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.