The Sherman and Poll Wealth Management Group of Wells Fargo Advisors offers a wide variety of investment and financial services. Once we have worked together to develop a plan and implement it using various investment strategies we do not stop there. We believe ongoing service is essential to the success of your plan.
We work with clients through every stage of life from starting out, welcoming a new baby, saving for an education, preparing for retirement and transitioning assets to the next generation or favorite charity.
Our Wealth Planning Services include:
Advisory Service
Asset Management
Brokerage Services
Estate Planning Strategies
Retirement Planning
Portfolio Analysis and Reviews
529 College Planning
Access to Lending Products and Services through Wells Fargo Affiliates
*Wells Fargo Advisors and the Sherman and Poll Wealth Management Group of Wells Fargo Advisors are not legal or tax advisors. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
*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.