Investment Solutions & Products

Wells Fargo Advisors Solutions

• Stocks
• Fixed income
• Mututal funds
• ETFs
• Certificates of deposit
• Annuities
• Options
• Private Capital
• Hedge Funds
• Seperately managed accounts for qualified clients
• ESG (Environmental, Social, and Corporate Governance) solutions
• Portfolio Management

Retirement Planning

Wells Fargo Advisors Solutions

• IRAs and distribution options
• Roth IRAs and conversions
• Business retirement plans

Estate Planning Strategies

Wells Fargo Advisors Solutions

• Wealth Transfer strategies
• Financial literacy for families
• Charitable giving strategies

Wells Fargo Private Bank Solutions

• Access to trust and fiduciary services
• Special needs trust services
• Legacy Trust

Education Planning

Wells Fargo Advisors Solutions

• 529 plans
• Education savings plans

Lending Solutions

Access to lending services through referrals to Wells Fargo affiliates

• Securities-based lending
• Commercial lending
• Real estate financing

Executive Services

Wells Fargo Advisors Solutions

• Concentrated stock monetization and hedging strategies
• SEC rule 10b5-1 plans

Wells Fargo Private Bank Solutions

• Business transition planning
• Employee benefits
• Business advisory services

Insurance Products*

Wells Fargo Advisors Solutions

• Life insurance
• Long-term care insurance
• Disability insurance

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