Nelson Merlo Wealth Management of Wells Fargo Advisors

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Our Only Goal Is Helping You Reach Yours

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Meet Our Team
phone

Phone

650.854.2723

address

Address

301 University Ave , 
3rd Floor, 
Palo Alto, CA  94301

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2025 Outlook: Charting the economy's next chapter

Wells Fargo Investment Institute’s 2025 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

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Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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Stock Market News

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...

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Weekly Market Commentary

Market Commentary

Weekly commentary providing analysis with an outlook for the equity market...

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Wells Fargo Investment Institute Chart of the Week

Chart of the Week

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team...

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Bring Strategy to the Way You Borrow

You follow a strategic investment plan to help you achieve your financial goals, but what about your borrowing needs? Wells Fargo Advisors can help you explore borrowing solutions too.

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High Yield Meets Easy Access

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

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Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

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Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

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Need to Finance a New Home?

Your Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker

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What Is Whole Life Insurance?

Some of the pros and cons of whole life insurance

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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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
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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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