Entrepreneurs & Business Owners



Since your company is one of your most important assets, our team works with you to offer customized products and services to help maximize its’ success and profitability. The team provides trusted advice and guidance to address many questions and situations that come up:

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  • What role does the business play in my overall wealth plan?

  • What options are available for short-term and long-term cash flow and cash management?

  • How do I manage my restricted/concentrated equity ownership position in the company?

  • What are the options available for offering a qualified and/or non-qualified employer sponsored retirement plan?

  • How do I value my business for a sale or transfer, and how will that impact my plan?



Comprehensive planning designed around your specific needs.

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The Kelleher Group of Wells Fargo Advisors

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, CT, DE, FL, ID, IL, IN, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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