Wealth Management Services


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

  • IRAs
  • Discretionary Accounts
  • Stocks
  • Mutual Funds
  • Options
  • Bonds
  • Risk Management
  • Exchange-traded Products
  • Unit Investment Trusts
  • Annuities
  • Insurance
  • Certificates of Deposit

Insurance products offered through affiliates.


Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably.

  • Saving for retirement
  • Tracking retirement savings
  • Managing retirement income
  • Social Security maximization strategies
  • Deferred compensation plans

Philanthropic And Charitable Giving

Targeting investments that make sustainable impact in the community:

  • Complex private or family foundations
  • Public charity endowments
  • Planned giving programs
  • Wells Fargo Philanthropy Fund
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Testamentary gifts

Wells Fargo Philanthropy Fund is a donor advised fund program sponsored by the Renaissance Charitable Foundation, Inc. and made available through Wells Fargo Private Bank. The Private Bank offers products and services through Wells Fargo Bank, N.A., a banking affiliate of Wells Fargo & Company.


Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts.

  • Strategies to preserve your estate for your intended heirs
  • Establish beneficiary designations
  • Strategies to reduce potential exposure to estate taxes and probate costs
  • Coordinate with your tax and legal advisors
  • Gifting and wealth transfer strategies

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specialized in estate planning and is licensed to practice law in your state.

Business Services

Working to customize business solutions available through Wells Fargo and our affiliates.

Benefit Plans
  • Business retirement plans
  • Executive benefits and compensation plans
  • Group insurance
Coordinate with your CPA. Help make sure your portfolio is tax-efficient by developing appropriate strategies. Referring you to qualified tax specialists.
  • Business-Owner Life Insurance
  • Buy-Sell Insurance
  • Key-Employee Insurance
  • Selling a business
  • Transferring the business to a family member
  • The importance of a buy-sell agreement
  • Advice on capital markets transactions
  • Mergers and acquisitions
  • Financial restructurings
  • Financial markets
  • Fixed income sales
  • Trading services
  • Clearing capabilities
  • Prime brokerage
  • Alternative investment solutions
  • Market risk management

Investment banking services offered through Wells Fargo Securities. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, and SIPC and Wells Fargo Bank, N.A.


We work with you to develop a comprehensive and easy-to-understand plan that focuses on your priorities. Our planning services includes Wells Fargo Advisors' unique Envision® process, which allows you to explore many avenues, including ideal and acceptable goals, the monitoring of your progress, and measure the impact of any new goals or changes that may arise.

Results are based on a survey conducted online by Harris Interactive from September-October 2012 among 606 investors with Financial Advisor relationships. Results are not indicative of future performance or success. Not representative of the experience of other clients.


Through our affiliates at Wells Fargo, we can offer access to the following lending services:

  • Residential Mortgages
  • Home Equity Lines of Credit
  • Credit Cards
  • Business Financing
  • Securities-Based Lending

•Lending and other banking services available through 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, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.


Recommending investment and accumulation strategies to help you pay for your children's and/or grandchildren's education:

  • 529 College Savings Plans
  • Coverdell Savings Accounts
  • Custodial College Savings Account
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals