Our Firm


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    • Comprehensive Investment Planning
      • It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
    • Estate Planning
      • We can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
    • Advisory Programs
      • If you’re not an active stock trader, you’ll likely choose an advisory program consisting of a professionally selected platform of investments. With advisory programs, a quarterly fee — assessed in advance and based on the assets in your account — replaces traditional commissions. Fee-based programs are not designed for excessively traded or inactive accounts. You may review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. During periods of lower trading activity, costs for commissions could be lower relative to advisory program fees.

    Investment and Insurance Products:

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    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.

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