Our Services

Your investment plan

  • Assess your risk tolerance
  • Rebalance or reposition as needed

Tax-efficient investing

  • Coordinate with your tax professional to identify tax-efficient portfolio strategies1
  • Tax-advantaged investment accounts

Retirement assets and benefits

  • Retirement plan consulting services
  • Assistance with stock option grants or restricted stock through the firm's Executive Service Team

Insurance products and services

  • Assistance in determining adequate insurance protection
  • Access to long-term care, life and disability insurance products2

Cash flow/cash reserve

  • Emergency funds
  • Cash Alternatives

Education planning

  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

Wealth preservation strategies

  • Types of ownership and beneficiary designations
  • Diversification strategies

Charitable and community giving

  • Select suitable charitable techniques
  • Instill philanthropic values in the next generation

Business succession planning

  • Understand personal and business objectives
  • Implement appropriate risk protection strategies

1Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

2Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.