Summary of Services | Respected Resources


Comprehensive Investment Planning

  • Pre-and post retirement planning (Envision®)
  • Taxable and municipal bond investment analysis
  • Education planning
  • Insurance needs analysis — life and long-term care1
  • Estate planning and trust services available through banking and trust affiliates. 1

Portfolio Management

  • Asset allocation analysis
  • Advisory-based money management strategies
  • Custom tailored portfolios
  • Alternative investments
  • Cash management

Access to Services through Wells Fargo Affiliates

  • Liability Management
  • Lending and Banking

Investment Consulting for Fiduciaries

  • Investment policy analysis and development
  • Investment management for endowments and foundations

Corporate and Executive Services

  • Stock-option exercise
  • Rule 144 restricted stock
  • Capital markets liaison services
  • Investment advice on proceeds from sale of business


1 Wells Fargo Advisors and its affiliates do not provide legal or tax advice.

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

3 Asset Allocation does not eliminate the risk of fluctuating prices and uncertain returns.
Envision® is a registered service mark of Wells Fargo & Company and used under license