Our Comprehensive Suite of Services

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.