Our Services

Your investment plan:

  • Assess your risk tolerance
  • rebalance or reposition as needed

Tax-efficient investing:

  • Cordinate with your tax professional to identify tax-efficient portfolio strategies 1
  • Tax-advantaged investment accounts 

Retirement Assets and company benefits:

  • Retirement plan consulting services
  • Assistance with stock option grants or restricted stock through Wells Fargo Advisors' Executive Service Team

Insurance products and services:

  • Assistance in determining adequate insurance protection
  • Access to long-term care, life & disability insurance products 2

Borrowing needs:

  • Access to lending services through Wells Fargo affiliates

Cash flow/cash reserve:

  • Emergency funds
  • Cash Alternatives

Education planning:

  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

Wealth preservation strategies:

  • Types of ownership and beneficiary designations
  • Diversification strategies

Charitable and community giving:

  • Select suitable charitable techniques
  • Instill philanthropic values in the next generation

Business succession planning:

  • Understand personal and business objectives
  • Implement appropriate risk protection strategies

1. Wells Fargo Advisorsis not a legal or tax advisor.  However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

2. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.