What We Do


Portfolio management

  • Build custom portfolios
  • Develop plans and strategies that meet your unique needs
  • Establish open communication between advisor and client
  • Advisors develop relationships with client’s CPAs and attorneys

Investment planning

  • Extensive choice of asset management options
  • Customizable advisory services
  • IRAs and distribution strategies
  • Trust, joint, and individual accounts

Family wealth management

  • Pre- and post-retirement planning
  • Planning for life transitions or unexpected events
  • Legacy planning and wealth transfer
  • Inheritance planning
  • Insurance protection

Estate planning strategies

  • Review current estate plan information
  • Revise plan based on your goals and objectives
  • Planning for successful transfer/distribution of assets
  • Access to trust and fiduciary services through affiliates

Charitable giving

  • Define charitable giving and philanthropic objectives
  • Create strategies to help achieve goals in tax-advantaged manner

Trust services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.

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

Backed by the strength of Wells Fargo & Company

Wells Fargo & Company is a nationwide, diversified, community-based financial services company with with currently $1.9 trillion in assets, and the market value of its stock is approximately $186.1 billion.* From its size and strength to its incomparable lending capabilities, we are supported by specialists in virtually every wealth management discipline. We have the capability to provide our clients with premier brokerage and asset management services as well as access to lending, trust and investment banking expertise through Wells Fargo affiliates.

The Kutcher, DeFrances, Lawler 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 (CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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