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/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 may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

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, GA, IL, KY, MD, MI, MN, MO, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WV). 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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