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The Talbot Beard Langrall Ferguson Group
of Wells Fargo Advisors

Solutions for Unique Needs

We utilize a broad platform of wealth management tools and solutions designed to help customize your plan to fit your specific needs. This includes:

•  Comprehensive investment planning (Envision®)
•  Education planning
•  Retirement planning
•  Estate planning strategies
•  Tax-efficient investments
•  Philanthropic planning
•  Liquidity management
•  Risk management
•  Trust Strategies/Estate services
•  Discretionary portfolio management (PIM)*
•  Legacy/estate investment planning
•  Insurance products
•  Liability management

Read in depth about some of our main service offerings. 

*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.