Our Suite of Services
When you work with our team, we carefully assess your specific circumstances to provide a detailed financial roadmap. Our goal is to create a plan which allows you to properly care for your wealth and your loved ones’ long-term financial well-being.
* For qualified high-net-worth clients
1 Wells Fargo Private Bank (The Private Bank) offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries, Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.
2 Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
3 Wells Fargo Bank, N.A., offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
Advisory services are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. Please review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $10,000 to $250,000.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo 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 MC2234) in Massachusetts.
* For qualified high-net-worth clients
1 Wells Fargo Private Bank (The Private Bank) offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries, Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.
2 Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
3 Wells Fargo Bank, N.A., offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
Advisory services are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. Please review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $10,000 to $250,000.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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