INVESTMENT MANAGEMENT

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

RISK MANAGEMENT

Reviewing existing life, disability, and long-term care insurance policies. Help finding a new suitable policy for your specific situation.

EMPLOYEE AND EXECUTIVE BENEFITS

Helping your business attract and retain qualified employees through benefit packages.

TAX MANAGEMENT STRATEGIES

Making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

LEGACY PLANNING

Help review your wills and trusts, preserve your estate for your intended heirs, establish 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 and grandchildren's educational pursuits.



Wells Fargo Advisors Financial Network is not a legal or tax advisor.

Insurance products are offered through our affiliated nonbank insurance agencies. This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing contract, the surrender charge period on the new contract, transaction costs associated with the exchange, the values of the new contract versus the old contract, and the various fees and expenses associated with the new product. Therefore, replacing an existing contract should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.