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SIMPLIFY YOUR LIFE

COMPREHENSIVE SERVICES

Comprehensive Services

For decades, we have served the wealth planning and investment management needs of multigeneration families. Our comprehensive services help to simplify your financial life so you can focus your time on the things that truly matter.

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Investment Management

Your investment strategy starts with clearly defined goals. By utilizing our advanced tools and
experience, we offer advice and strategic planning across a wide array of investment disciplines. We work to implement your chosen strategies through a diverse selection of investment vehicles, ensuring a tailored approach to help meet your unique financial objectives.

Banking and Lending

Through our Wells Fargo Affiliates, you have access to banking, borrowing, and liability management services including credit cards, deposit, home lending, custom credit solutions,
securities-based lending and small business financing.1

Tax, Trust & Estate Strategies

Through our Wells Fargo Affiliates, you have access to account titling and beneficiary reviews, annual gifting strategies, coordination with third party professionals including your CPA, Elder Care Attorney and Estate Planning Attorney, Private Wealth Portfolio Management, Wells Fargo Bank Trust Services, and tax planning strategies.2

Risk Management

We can help protect your family and your loved ones by reviewing existing insurance policies and helping you with disability, healthcare and life insurance planning.

1 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and nonbanking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) 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.

2 Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

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What could your wealth do?

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