The McCarthy Private Wealth Group of Wells Fargo Advisors

Our core services and solutions

We’ve developed a broad wealth management platform that includes the products and services most important to our clients and their objectives, as well as industry-leading planning tools, technology, and advice. We also collaborate with specialists at Wells Fargo Private Bank so that you can access a full range of wealth management solutions to fit your circumstances.

Click here to learn even more about some of our core services and solutions.

 

Wells Fargo Advisors products and services1

Retirement planning

• IRAs and distribution options
• Roth IRAs and conversions
• Business retirement plans
• 401(k) distribution options

Estate planning strategies

• Charitable giving strategies
• Financial literacy for families
• Wealth transfer strategies

Investment products

• Fixed income
• Mutual funds
• Exchange-traded funds
• Options and annuities










Wells Fargo Private Bank products and services2

Wealth planning3,4

• Comprehensive wealth planning
• Business succession planning
• Executive compensation planning

Private banking

• Real estate financing, including residential mortgages5 and commercial properties
• Specialized financing and securities-based lending

Trust and fiduciary services3,4

• Business advisory services
• Legacy trust
• Special needs trust services










1 Brokerage 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 separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
2 Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
3 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 services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
4 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.
5 Residential mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Member FDIC. Equal Housing Lender. NMLSR ID 399801
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and nonbanking 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 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

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 (AZ, CA, CO, CT, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA). 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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