Fee-based investment management and access to professional money managers
Direct fixed income placement
Alternative investments: managed futures, hedge funds, private equity lines, direct investment funds and structured products
Specialized Planning for Athletes and Entertainers
Business expense planning
Tax efficient investing
Disability insurance evaluation
Extensive cashflow and goal planning
Through our Wells Fargo affiliates, you have access to lending products, including:
Home equity financing
Small business financing
Personal vs. marital property
Asset valuation and division
Illustrated financial settlements
Estate Planning and Trust Services
Comprehensive estate planning and analysis
Trust fund portfolio management and administration
Philanthropic donor services
Offshore trust services
Retirement plan design guidance
Plan portfolio management and administration
Tax efficient strategies
Product solutions planning
Wells Fargo Advisors Financial Network is not a legal or tax 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.
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