Our Services

Customized For You
 
The Meritage Group of Wells Fargo Advisors offers a wide range of services to you, including:

 

Portfolio Management

We offer both financial advisor-directed and client-directed portfolio management options, both accompanied by sound guidance and resources to ensure informed investment decisions. When we manage your portfolio, we customize it based on your risk tolerance and time frame of financial need, offer you personal service based on your financial goals and the current market, and provide you consistent performance evaluations to keep you informed. Our fees are based on the value of your investments rather than commissions.

Retirement Planning

Whether you are young with plenty of time to save for retirement or nearing retirement age and discovering you should have started saving years ago, our retirement planning services are designed to help you identify your specific retirement goals and develop a plan that can help you achieve them. We will help you prioritize your retirement goals, determine income needs, recognize and manage retirement risks, implement a retirement income strategy, and update your retirement plan as your needs change.

Estate Investment Planning

Estate planning strategies help you protect your assets and take care of your family when you’re no longer able to do so yourself. An estate investment plan can also minimize the delays and frustrations of estate settlement for your loved ones. We will work closely with your attorneys, accountants and other key advisors to help recommend the most advantageous and efficient estate settlement strategies for implementing your estate plan.

Education planning

It’s never too early to begin planning for your child or grandchild’s future. Rising tuition costs and the lack of a college education plan often forces parents and children to make difficult decisions, like taking on student loans or forgoing a higher education. By the same token, even if you feel you’ve already fallen behind on saving for a college education, it’s never too late to start. What you do today can have a great impact on your child or grandchild’s future. We will help you compare a variety of education funding alternatives, selecting the best option for you and your child or grandchild.

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 (AK, AL, AR, AZ, CA, CO, FL, GA, HI, KS, MO, MT, NC, NE, NM, OK, OR, PR, RI, SC, TX, UT, WA). 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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