Services Offered

LA PORTE ASSET MANAGEMENT SERVICES


Below are just some of the services that we offer our clients:

  • Private Investment Management (PIM) accounts
  • Personal Portfolio Review Meetings
  • Retirement Planning
  • 401(k) Plans
  • 529 Accounts
  • Access to Lending Products & Services through Wells Fargo Affiliates
  • Life and Long-term Care Insurance Needs

The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Insurance products offered through affiliates