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*
* Some alternative investments may be available to pre-qualified investors only. Hedging strategies and private investments may be speculative and involve a high degree of risk. Hedging strategies and private investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. There is no secondary market for the investor’s interest in hedging or private equity investment and none is expected to develop. There may be restrictions on transferring interests in a hedge fund or private equity investment. Exposure to the commodities markets may subject an investment to greater share price volatility than an investment in traditional equity or debt securities. The commodities markets are considered speculative, carry substantial risks, and have experienced periods of extreme volatility. Investing in a volatile and uncertain commodities market may cause a portfolio to rapidly increase or decrease in value which may result in greater share price volatility. There are special risks associated with an investment in real estate, including the possible illiquidity of the underlying properties, credit risk, interest rate fluctuations and the impact of varied economic conditions.
** 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. Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A Wells Fargo Bank, NA. NMSLR ID 399801.
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