Services Matter

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Whether your financial goals are straightforward or complex, we have the tools and resources you need to build a sound plan. We’ll organize a team of specialists who will get to know you, and work with us to create a well-integrated, comprehensive plan.

We can help with:

Advisory
Alternative Investments
Business Services
Capital Market Services
Education Planning
eMoney Planning
Estate Investment Planning
Executive Services
Investment Planning
Institutional Consulting
Private Equity
Retirement Planning
Syndicate
Tax-Sensitive Investing
Wealth Management

Access to banking and lending services through Wells Fargo affiliates

Wells Fargo Advisors and Virtuent Wealth Management Group of Wells Fargo Advisors are not legal or tax advisors. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2012, 2015 Wells Fargo Advisors. All rights reserved.

Certain products and services listed are offered through non-bank affiliates of Wells Fargo & Company.

Investment and Insurance Products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2012, 2015 Wells Fargo Advisors. All rights reserved.

Certain products and services listed are offered through non-bank affiliates of Wells Fargo & Company.

“Baby Boomers are retiring. Millennials are saving, investing, and accumulating wealth. All of them need personal advice from someone who knows them, not just what they need financially.”

Investment and Insurance Products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value

Our Quarterly Call

Listen to our quarterly call for our latest insights

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 (AL, AR, AZ, CA, CO, CT, DC, FL, IA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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