Wells Fargo Investment Institute’s (WFII) team of experienced strategists and analysts has an overriding mission: delivering timely, actionable investment expertise and advice financial professionals can use to help their clients pursue their financial goals.

WFII consists of specialized investment teams combining some of the best talent and thinking in the industry under one umbrella. Their strategists and analysts offer informative insights into the capital markets and lead our efforts to provide financial professionals with the resources and information to serve their clients.

>Read more here

_{*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.}

Do you ever worry how market events may impact your financial goals?

With our Risk Analysis and Portfolio Testing Review (RAPTR), we can help you gauge the impact personal events may have on your portfolio and identify what is creating the greatest risk.

> Read more here

Each year, Wells Fargo Investment Institute develops long-term (10-15 year) forecasts for the asset classes used in our asset-allocation recommendations – taking into account historical statistics and forward-looking assumptions.

They incorporate our views about broad economic developments over the next market cycle. These include their expectation for relatively low rates and inflation.

> Read more here, here, and here
> 2023 Midyear Outlook

Our experience has shown the myriad ways to manage significant wealth can exceed the knowledge base of one financial advisor. That’s why we embrace the value of a team approach to address every client’s unique challenges and opportunities.

We plan for and address the complexities of wealth management by drawing on vast resources, both within Wells Fargo Advisors and through Wells Fargo affiliates. Additionally, our team collaborates with our clients’ other professionals to help guide the implementation of a fully integrated plan.

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. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

Working with you, we do a comprehensive review of your entire financial landscape. This assessment will help cultivate a customized plan that will reflect your unique financial objectives, in coordination with your life stage and dynamics in the marketplace.

These planning insights can help define a realistic vision of your future, outline a strategic path to reach your goals, and anticipate the unexpected scenarios you might encounter along the way.