Services

Your investments should work together to help you reach your financial goals. Through our team, you have access to many investment products and services for individuals and businesses in all areas of investment planning, including:

Retirement Planning

We help make the most of your employer-sponsored retirement plans and IRAs by determining how much you need to retire comfortably and help manage your assets, before and during retirement.

Risk Management**

We can review existing insurance policies with you to see what best aligns with your goals.

Tax Management*

As we develop tax-efficient investment strategies, we will work with you to ensure your portfolio remains holistic and may refer you to qualified tax specialists.

Investments

Our team can work with you to determine your asset-allocation needs and help you understand your risk tolerance. We will recommend appropriate investment vehicles to help you reach your goals.

Estate Planning Strategies*

We collaborate with you – and, with your guidance, estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates – to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.

Employee and Executive Benefits

We can help your business attract and retain qualified employees through benefit packages.

Education Funding

Our team can recommend investment and accumulation strategies to help you pay for your children’s education.

Behavioral Coaching

We often serve as a sounding board in times of stress for our clients, and can walk through options with them to explore what is in their best interest.
*Wells 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. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Kraft & Mallory Private Wealth Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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