Our Comprehensive Services

Investment management
Asset allocation guidance
Market and economic commentary
and interpretation
Investment search and selection
Portfolio development and construction
Professional portfolio management

Custom credit3
Liquid secured loans
Unsecured loans
Commercial real estate loans
Aircraft financing
Fine art loans

Risk Management2
Asset protection
Debt management
Income replacement
Life, disability and long-term care insurance

Tax planning strategies1
Analysis of federal and state income taxes,
wealth transfer tax
Tax-efficient investing strategies

Estate planning strategies1
Estate and business succession planning
Access to trust services

Business transition planning
Review of current enterprise
Enterprise financial forecasting
Valuation analysis
Ownership transition alternative analysis
Transition transaction strategy and modeling

Executive services
Options strategies
Executive compensation planning
Retirement and cash flow planning

Retirement Plan Analysis
Liquidity Needs Analysis
After-tax cash flow analysis

Education planning
529 Plans
Education Savings Plans

Through our Wells Fargo affiliates, you have access to lending products, including3
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards

Charitable giving strategies
1. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. We will be glad to work with you, your accountant, tax advisor and/or lawyer. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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

3. 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.