Wealth Management Approach

Our approach to support your financial needs

As your personal advisors, we can assemble a team of specialists from Wells Fargo that will work with your attorney, accountant, and other outside advisors to support your financial goals.

Additional resources available to Lock One Wealth Management clients:

• Legacy planning

• Family dynamics

• Retirement planning

• Tax planning strategies

• Fiduciary services

• Executive services

• Real estate asset management

• Education planning

• Cash management strategies
  
  

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Members SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management servicestoclients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.

Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.

Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

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