Our Comprehensive Services

When crafting integrated wealth and retirement plans, we bring together the broad resources of Wells Fargo Advisors. Collaboratively, we develop tailored strategies that address most every facet of your financial life.

Multigenerational Planning

We help families plan across generations—whether you’re caring for aging parents, supporting adult children, or building a legacy—so everyone stays aligned and financially confident.

Retirement Income Planning

We design income strategies that help ensure your retirement years are spent doing what you love, not worrying about running out of money.

Estate and Legacy Planning Strategies

We work closely with your legal and tax professionals to structure your estate according to your wishes—so your wealth transitions smoothly and meaningfully to the next generation or cause.

Investment Management

Institutional-caliber investment management designed for high-net-worth individuals. Customized, tax-efficient portfolios built around your goals, values, and timeline.

Education Planning

Whether for your children, grandchildren, or a future scholar, we help you plan and invest for education costs while balancing your broader financial goals.

Philanthropic Services*

Offered through Wells Fargo Bank, N.A.
We help you align your charitable giving with your values—whether through donor-advised funds, family foundations, or strategic gifting—so your generosity creates lasting impact.

Backed by an Industry Leader

Wells Fargo Wealth & Company is one of the country’s leading providers of financial and investment services. We can access an array of products, services, and specialists to support your whole financial life.

3 Million Households

$2.3 Trillion in Client Assets

Locations across all 50 states

in the U.S. to meet clients where they are.

1 Data as of December 31, 2024. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank. Assets include deposits.

* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.