Shape Your Plan Your Way

Our wealth management platform continues to grow and evolve – it includes an extensive list of products and services, as well as industry-leading tools, technology, and advice. As a part of your customized plan, we utilize the solutions and services that best fit your specific needs. 
Investment Solutions and Products

  • Discretionary portfolio management
  • Stocks and bonds
  • Fixed income
  • Mutual funds
  • Certificates of deposit
  • Tax mitigation strategies
  • Annuities
  • Private capital
  • Real estate investments
  • Alternative investments 
  • Investments that incorporate Environmental, Social, and Governance factors
Retirement Planning

  • IRAs and distributions options
  • Roth IRAs and conversions
  • 401(k) plans
  • Business and retirement plans
Estate Planning Strategies

  • Business transfer strategies
  • Charitable giving strategies
  • Family financial literacy 
  • Access to trust and fiduciary services through Wells Fargo Private Bank
Executive Services

  • Employee Stock Options
  • SEC Rule 10b5-1 plans
Insurance Products

  • Life insurance
  • Long-term care insurance
  • Disability insurance
Through our Wells Fargo affiliates,
you have access to lending products including:
  • Credit Card
  • Home Equity
  • Mortgage
  • Securities-Backed Lending
Wells Fargo Advisors 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.

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

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

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.