Holistic Planning & Investment Services

  • Wealth Management Strategies
  • Retirement Planning
  • Retirement Income Strategies
  • Portfolio Analysis & Monitoring
  • Retirement plans for Small- to Medium-sized businesses and business owners
  • Investment Management Services for non-profit foundations, endowments and pension plans

Estate Planning Strategies*

  • Collaboration with a close-knit network of estate planning attorneys to address estate planning needs; in-house CFPs to ensure your estate plan is executed

Tax Planning Strategies*

  • Collaboration with a close-knit network of CPAs to ensure your investment strategy is tax-efficient for your individual situation; in-house CFPs to ensure tax efficiency

Access to Lending Services**

  • Through our Wells Fargo affiliates, you have access to banking services including:
    • Securities-based lines of credit
    • Residential Mortgages
    • Home Equity Financing
    • Small-business Financing
    • Credit Cards

Life Insurance***

  • Needs-based assessment and the ability to offer life insurance solutions through multiple carriers

*Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
**Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) Member FDIC; Wells Fargo Home Mortgage and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Initial credit decision is subject to your meeting specific underwriting requirements, and final approval will be based upon your satisfying these requirements. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department.
***Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.