Our Services for Individuals & Families

Individuals & Families
We will assist you in identifying investment objectives, customizing individual strategies, monitoring strategies and reviewing portfolio performance. We are committed to providing superior professional advice and support, and have extensive experience in the areas of investments and financial products, portfolio analysis, investment planning, trust1 and estate analysis and administration.


Investment Planning

  • Monte Carlo simulations

  • Create customized asset management services

  • Open architecture access to third party money managers

  • Specialized capabilities

  • Investment tax planning strategies2  

  • EnvisionSM planning, combine goals-based guidance with sophisticated statistical modeling

  • Alternative investments (for qualified investors)

  • Strategic and tactical asset allocation2

  • Equity risk management

  • Cash management


1Trust 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. 

2Wells Fargo Advisors is not a legal or tax advisor.  However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals