We believe our team members’ depth of knowledge is a valued resource for you, your business, and/or professional practice.
Strategies with access to equities, exchange traded funds (ETFs), mutual funds, and fixed income securities
Design and implementation of defined benefit and contribution plans, 401(k), 403(b), 457 deferred compensation and profit-sharing, or any other qualified plans that may be appropriate
Trust portfolio administration and management. Implementation and administration of planned giving or charitable giving programs*
A variety of products designed to allow you to control your cash flow to free up time to devote to business, organization or professional practice
Assistance in developing and updating Investment Policy Statements
Provide access to wealth management, commercial banking, and investment banking, as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates**
* Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delware Trust Company, N.A.
** Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.
** Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.