Marsh & Troncale Wealth Management Group of Wells Fargo, Anniston AL

Our Services

Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies, yet it retains the intense client focus and commitment to service that distinguished its predecessor firms. We are recognized for our structure and scale that combine the capabilities and best practices available through a national firm with a client focus more typical of smaller firms.

Wealth Management

We offer an array of investment options to best suit your financial needs. Each of our clients have different plans and goals. That is why through open and honest communication we are able to provide the best set of services to suit your needs. Following a disciplined investment process and working with a financial advisor can give you confidence that your portfolio is appropriate for you based on your investment goals, time frame and risk tolerance and that, with timely reviews, you remain on track to meet those investment goals.

Pre- and Post-Retirement Planning

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Advisory Services

It can be challenging to keep abreast of the market and to continually manage and monitor your investment portfolio. With thousands of money managers, most people do not have the time or the resources to perform the necessary due diligence and analysis on the investments for their portfolio or perform the necessary analysis to build a portfolio in the first place-rather than a collection of investments.

Advisory accounts give investors the opportunity to:

consult with an investment professional.
receive advice on security selection and portfolio construction.
buy and sell securities for their portfolios without paying a commission for the trades*

*An annual fee (billed quarterly in advance), based on assets, is charged in our advisory accounts.

_{*Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.}

Retirement Plans for Businesses

Employee retirement plans plan a vital role in attracting and retaining valuable talent within organizations. Plans such as 401ks, cash balance plans, and Simple IRAs provide employees with a means to save and invest for their future after they stop working. By offering robust retirement plans, companies demonstrate a commitment to their employees’ financial well-being, fostering loyalty and enhancing the overall benefits package.

Our team has access to several recordkeeping vendors to partner with and provide the best plan service for business owners and their employees, including 401ks and Simple IRAs.

Estate Planning

Estate planning is a crucial process that helps ensure your assets are distributed according to your wishes after you pass. Proper planning can minimize the potential for family disputes, reduce tax burdens, and provide financial security to loved ones. By creating clear instructions through wills, trusts, and other legal documents, you can ensure your decisions will be respected and carried out. Our team can assist with our clients’ estate planning process and offer you confidence by helping safeguard the future for both you and your loved ones.

_{*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.}

Non-Profit Organizations

As financial advisors, we serve in an advisory capacity to the board or trustees or directors of non-profit organizations, endowments, and foundations. By conducting a thorough assessment of the board’s investment statement, we can tailor investment strategies that align with the organizations mission and long-term goals. Additionally, we help executive committees provide accountability to the organizations they serve by providing timely performance updates and adapting new strategies as circumstances change. Our advisors can contribute to the stability and success of these organizations, enabling them to continue making a positive impact on their community.

Liability Management

As a Wells Fargo Advisors client, you have access to securities-based financing, residential mortgages, home equity financing, credit cards, and business financing through Wells Fargo affiliates.

_{*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.}

Education Savings

Whether your children or grandchildren are toddlers or teenagers, it’s only a matter of time before they leave the family home. The cost of sending just one child to college for four years can be staggering, and increases in tuition and fees tend to outpace inflation. Rather than sending your children into the world with the burden of student-loan debt, you can save to help cover at least a portion, if not all, or their higher education expenses. If you have not yet looked into an education savings plan, we can help you chose among a variety of savings vehicles, including 529 plan, Education Savings Accounts (ESAs), and custodial accounts offered through Wells Fargo Advisors.

_{*Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.}