Our Services
We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. Our financial advisors are registered to provide a variety of financial products and services.
• Advisory Investment Management Services |
• Business Planning Services |
• College Planning Services |
• Estate Strategy Planning Services* |
• Fixed-income Products |
• Municipal Bonds |
• Trusts Services** |
• Portfolio Management |
• Annuities*** |
• Certificates of Deposit |
• Equities |
• Investment Planning Services |
• IRA's / Retirement Plans |
• Priority Client Services |
• 401(k) Services |
• Retirement Income Planning |
Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During period of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
*Whitlock Ellis Wealth Management and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
***Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Contact Us
Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.