Our Services

We serve individuals and businesses in all areas of investment planning, including:

  • Retirement planning - Let us help make the most of your employer-sponsored retirement plans and IRAs. We will determine how much you need to retire comfortably and help you manage your assets before and during retirement
  • Tax management* - We develop investment strategies and refer you to qualified tax specialists to make sure your portfolio is tax-efficient.
  • Estate Investment planning* - We work with estate-planning and trust specialists available through Wells Fargo and its affiliates to 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 - We recommend investment and accumulation strategies to help you pay for your children's education.
  • Risk management - We review existing insurance policies.
  • Investments - We will determine your asset-allocation needs, help you understand your risk tolerance and recommend the appropriate investment vehicles to help you reach your goals.
  • Employee and executive benefits - We will help your business attract and retain qualified employees through benefit packages.

*Wells FargoClearing Services, LLC does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.