Key Highlights of the Services We Offer

Education Planning - We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA, a Custodial Account, or another method.

Investment Planning - Working together we will guide you through our precise, disciplined process to develop your customized investment plan and asset allocation. Your plan will serve as the foundation of our ongoing advisory relationship.

Life Insurance - We help you determine the appropriate type and amount of insurance necessary to protect you and your family and/or business from life’s uncertainties.

Retirement Planning - 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.

Comprehensive Wealth Management Services

Lifetime Planning

Investment Planning: There is a beginning, there is a middle, and there is no end.

  • Tactical and strategy meetings 
  • Envision update
  • Portfolio Review
  • Tax review with you and your accountant or tax advisor

Access and Analyze

Reports

  • Brokerage statements
  • Portfolio snapshot reports
  • Portfolio performance reports
  • Income and portfolio withdrawal reports
  • Asset allocation reports
  • Realized and unrealized gain/loss reports

Online Access

  • Downloadable trade activity
  • E-delivery of monthly statements
  • Access to Wells Fargo Advisors experts

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 (AR, CA, CT, FL, IL, MD, MI, NC, NJ, NY, PA, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX