Our Services

Comprehensive Wealth Management Solutions

Trust and Fiduciary Services | We work with trust companies and we can help you use your wealth to support the people and causes you care about. Trust accounts can help you plan for changing needs, maximize what you leave to heirs or charitable causes, and minimize the effect of taxes.

Retirement Planning | Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement way of life. Additionally, more in-depth comprehensive plans are available for eligible high-capacity individuals and families.

Agricultural Business Services | We take the time to listen and learn about your business and its growth opportunities, challenges, and operations. Our team strives to be a valued resource no matter where you are in your business life cycle.

Education Planning | We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Risk Management | Insurance protection is a crucial component of a comprehensive, long-term plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.*

Estate Planning Strategies | We can work with you and your other professional advisors – including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Business Solutions

We provide corporate executives and small business owners with recommended strategies designed to increase corporate and personal net-worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, estate planning strategies, and business transition strategies, as well as 401(k)s, 403(b)s, defined benefit, and profit sharing.

Non-Profit Organizations | We are dedicated to helping non-profit organizations fulfill their mission by providing financial services that support the unique needs of charitable institutions. We can work with a wide variety of non-profit organizations, including:
  • Educational organizations
  • Religious groups
  • Health and human service providers
  • Family foundations and donor-advised funds

We share your passion for philanthropy and are ready to provide integrated solutions to help your organization achieve its vision.


*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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