Scott Poland, CFP

Senior Vice President - Investments, Senior Financial Advisor

Client Education Center

**NEW** Wells Fargo Investment Institute: Outlook 2025 – Charting the economy’s next chapter. Read More



**NEW** Tax benefits of charitable gifting. Read More



Four Basic Estate Planning Documents. Read More



2024 Year End Tax Planning Guide. Read More



Rate Cuts on the way. Read More



Wells Fargo Investment Institute Alert - Understanding recent market volatility. Read More



Planning for the sunset of the Tax Cuts and Jobs Act. Read More


Ten things you can do to avoid scams and fraud. Read More



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