Our Services

We offer technical sophistication and practical experience in the following service areas:
  • Personal Investment Planning Reviews
  • Envision® Retirement Income Planning Analyses
  • Asset Allocation Planning and Portfolio Reviews 1
  • Fixed Income Portfolio Reviews and Analyses
  • Education Planning
  • Estate Planning and Trust Services 2
  • Life Insurance Planning and Policy Reviews 3
  • Disability and Long Term Care Planning 3
  • Employee Stock Option Exercise Analyses and Services
Other Services
  • Brokerage Cash Services for individual and corporate cash management 4
  • IRAs and Business Retirement Plans 
  • Online account access through Wells Fargo Advisors (www.wellsfargoadvisors.com)
  • Asset Advisor - A client-directed, fee-based investment advisory program 5
  • FundSource - A wrap fee mutual fund investment advisory program utilizing model asset allocation portfolios 5
  • Custom Choice - A client-directed, wrap fee mutual fund investment advisory program utilizing a universe of no-load and load waived mutual funds. 5
  • Diversified Managed Allocations (DMA) - A fee-based program utilizing multiple separate account managers in a single investment advisory account. 5
 
1 Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
2 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network. Wells Fargo Advisors and its affiliates do not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
3 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.  This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not suitable due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy transaction costs associated with the exchange, the values of the new policy versus the old policy and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as thorough review of your existing coverage.
4 Banking services are offered through Wells Fargo Bank, N.A., member FDIC, a separate affiliate of Wells Fargo & Company.
5 The Asset Advisor program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $25,000.
The FunSource® program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is between $10,000 and $25,000 depending on model selected.
The CustomChoice® program are not designed for excessively traded or inactive accounts and are not suitable for all clients. Please carefully review the Wells Fargo Advisors Financial Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $25,000.
The mutual funds in our FundSource and CustomChoice programs are available by prospectus only. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectuses, which contain this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
The Diversified Managed Allocations (DMA) program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $100,000.