Our capabilities, your custom plan

Comprehensive suite of solutions


Investment management

Backed by the deep knowledge of Wells Fargo Investment Institute, we focus on developing a portfolio and investment strategies to address your goals, objectives, and appetite for risk.

Retirement and cash flow planning

Making the transition from accumulating assets to retirement income generation can be confusing and complex. Successful retirement income planning begins with a comprehensive income generation strategy that addresses various retirement sources such as investments, savings, social security, and pensions. It is important to have a plan that takes into account certain risks which may impact your retirement security.

Estate and tax planning strategies

No matter what your age or net worth, an estate planning strategy can help to protect yourself, your loved ones, and your assets—during your lifetime, as well as after your death. We will work with your CPA and attorney to determine the impacts that different investment and planning strategies will have on your overall tax and estate strategy.

Philanthropic services

We can help you make a measurable impact with your wealth by creating giving strategies that are right for you, your family, and your values. Our experience spans the philanthropic landscape, from structuring lifetime giving programs for individuals to managing the day-to-day operations for larger-scale foundations.

Life and long-term care insurance

Insurance can play an important role in retirement planning and should be carefully considered in building a solid retirement plan. By fully understanding the potential tax benefits, control features, and benefit protection, you can see why insurance should be considered in thoughtful retirement planning.

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.

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

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