A team of professionals supported by Wells Fargo Advisors

Through deep relationships with Wells Fargo Advisors, we are able to provide you with truly holistic wealth management.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Alternative investments carry specific investor qualifications, which can include high income and net-worth requirements, as well as relatively high investment minimums. Available to pre-qualified investors only.

As part of Wells Fargo Advisors, the Kadish Davey Group of Wells Fargo Advisors has access to extensive resources and broad-based support, which allows us to apply the full strength and scope of our firm toward addressing complex situations.