Meet with your attorney and CPA (referrals also provided)1
Cash Management
Comprehensive Research6
Diversifying Concentrated Positions
Business Owner Exit Strategies/Succession Planning
Disclosures
1 Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
2 Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.
3 A periodic investment plan such as dollar cost averaging does not assure a profit or protect against a loss in declining markets.
4 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
5 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. Equal Housing Lender
6 Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.
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