Core Service Offerings

To help you achieve your goals, the Stutzmann-Moore Wealth Management Group of Wells Fargo Advisors provides customized services and tools to help meet your changing financial needs. We employ Wells Fargo Advisors’ Envision® planning process as an effective tool to bring objectivity to investment planning and clarify your life dreams and objectives.
We craft a forward-thinking plan that is designed to help support today’s objectives and tomorrow’s goals:
  • Customized investment planning
  • Comprehensive net worth statement
  • Income tax and cash flow analysis*
  • Retirement income strategies
  • Retirement planning
  • Charitable giving techniques
  • Asset allocation strategy
  • Education planning
  • Executive compensation planning / employer stock option analysis
  • Portfolio risk analysis
  • Business succession planning
  • Intergenerational wealth transfer
*Wells Fargo Advisors and the Stutzman-Moore Wealth Management Group of Wells Fargo are not legal or tax advisors. However, we will be glad to work with you, your accountant, tax advisor, and/or lawyer to help you meet your financial goals.
  • Revocable and irrevocable trust services
  • Business advisory services
  • Estate services
  • International client investment services
  • Legacy trust
  • Life management services
  • Oil, gas and mineral management
  • Philanthropic services
  • Real estate asset management
  • Special needs trust services
**Available through affiliates.
Along with our access to a wide variety of professionals – including estate planning advisors/attorneys; CPAs; Disability, Life Insurance, and Long-Term Care Consultants; and Government and Employee Benefits Consultants – we can provide our clients with the following additional services:
  • Facilitate defined-benefit plans / profit-sharing plans
  • Non-qualified deferred compensation
  • IRAs, Roth IRAs, conversions, and other IRA strategies
  • Prototype retirement plan
  • Insurance strategies for life, health, disability and long-term care***
  • Comprehensive review (a process to track your progress against goals)
  • Internet resources to assist with online account management
We will also work in tandem with your attorney or accountant as required.*

*Wells Fargo Advisors does not provide legal or tax advice.
***Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Stutzmann-Moore Wealth Management Group

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 (AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NY, OH, PA, SC, TX, VA). 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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