Our Services

We serve individuals and businesses in all areas of investment planning, including:
Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.
Tax management1 - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

• Estate planning1 - Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Risk management - Reviewing your specific situation for potential insurance needs.2

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending investment vehicles to help you reach your goals.

Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
 

1Wells Fargo Advisors Financial Network is not a legal or tax adviser. However, its Financial Advisors will be glad to work with you, your accountant, tax adviser and/or attorney to help you meet your financial goals. 2Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

  • Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors Financial Network 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.