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Annuities

Our group offers a wide range of annuities to help clients take advantage of retirement income and savings opportunities. We can help you understand how an annuity works, including its features, benefits, and potential investment risks.

We will work with you to determine how an annuity may strengthen your overall retirement savings portfolio, discuss investment opportunities, and help you determine the level of risk that is comfortable for you.

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Bonds

There are many market climates where Treasury and/or Municipal bonds may outperform Corporate bonds, and vice versa. We actively overweight and underweight across the bond universe, to potentially maximize income, while attempting to reduce risk.

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Dividend Paying Stocks

Our active dividend growth investment strategy seeks to provide clients with a rising stream of income through annual dividend growth. A key objective is to provide a well-diversified strategy for income-oriented investors, to keep up with the rising cost of living, while striving to generate growth for their portfolio.

We focus on investing in profitable, growing companies, with a track record of paying increasing dividends throughout all market cycles, including economic recessions. There are only a very small group of companies that meet our stringent criteria and deliver time-tested returns.

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There is no guarantee that dividend-paying stocks will return more than the overall stock market. Dividends are not guaranteed and are subject to change or elimination.

Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can cause a bond’s price to fall. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity. Yields and market value will fluctuate so that your investment, if sold prior to maturity, may be worth more or less than its original cost. Insurance products are offered through our affiliated nonbank insurance agencies.

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, FL, IL, MA, MD, ME, MN, MO, NC, NJ, NM, NY, OH, OK, OR, PA, TN, TX, VA, WA, WI). 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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