man and son fishing on dock
Couple walking on beach
couple on boat at sunset
Risk management** - Reviewing existing insurance policies.

Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
We suggest that a prospective client have a minimum of $500,000 of financial assets available for management.  This requirement may be waived under certain circumstances.  Family assets can be aggregated to meet the minimum requirement.  This requirement does not apply to related entitites of existing clients.
*Wells Fargo Advisor Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may 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.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.