Areas of focus

In your journey to make an impact with your wealth, we offer several solutions and services along the way that help support you in creating a meaningful lifestyle and lasting legacy.

Business Owner Support

Through Wells Fargo affiliates, we can help business owners access lending and other types of assistance to empower our clients to continue growing their businesses.

Planning and Debt Management

We take a “full balance sheet” approach to observe a client’s financial health and accurately construct a strategic and tactical investment plan. We help you create long-term investment planning strategies – our goal is to keep you on the right track so that you can not only outlive your money but also develop a multi-generational wealth transfer process.

Brokerage Services

Retirement Planning
Education Planning
Risk/Liability Management

Offered through Wells Fargo Bank, N.A.

• Wealth and Legacy Planning
• Family Wealth and Culture Services
• Trust Services
• Philanthropic Services
• Fiduciary Investment and Asset Management
• Lending Strategies

_{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. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

Wells Fargo Bank, N.A. (‘the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

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. Equal Housing Lender}

_{Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.}