Whether you are looking toward retirement or are already there, The Logan Square Group of Wells Fargo Advisors brings a cohesive approach and diverse disciplines to the investment planning process, with investment solutions for your vision for the future. We offer expertise in diversification of assets, risk management, portfolio management, asset management, mutual funds, private equity, legacy planning and liability management.
- Envision® Investment Planning
- Retirement Planning
- Liability Management
- Estate Planning Strategies
- Charitable and Community Giving
- Business Succession Planning
* Wells Fargo Clearing Services, LLC and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.