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 need to retire comfortably. Help managing assets before and during retirement.
  • Tax Management1 - Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate Planning2 - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.
  • Risk Management3 - Reviewing existing insurance policies. Finding the best policy for your situation. 
  • Investment Planning - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate 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 does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax or legal consequences.

2Any estate plan should be reviewed by an attorney who specializes in estate planning and who is licensed to practice law in your state.

3Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.