CRAFTING A PLAN

The United States Constitution is the work of many minds. A masterpiece of a self-governing and free people, the Constitution has required amendments over the years.
But that was all in the plan.

Likewise, preparing for your future requires collaboration and planning. The team at The Logan Square Group of Wells Fargo Advisors is prepared to lead you through those changes.

MANY MINDS, WORKING TOGETHER

Like the Constitution, an investment plan is the work of many minds. It is a plan that will be challenged and changed during the course of a lifetime to accommodate the cycles of life and the financial environment. The Logan Square Group of Wells Fargo Advisors brings a customized approach to the investment process.

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OUR TEAM IS YOUR TEAM

Working together as a team is important. Each member of our team specializes in an area of discipline: portfolio management, liability management, closed-end funds, fixed income, mutual funds/exchange traded products.

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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, DC, FL, GA, IL, IN, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WI, WY). 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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