Strategic Alliances

About Us » Strategic Alliances

In order to provide our clients with comprehensive investment planning advice that takes into account every important and unique element in their financial lives, we utilize a range of experts — both in-house and external — to ensure they receive the most effective guidance possible.*

Our in-house and external experts assist us in the following areas:

  • Estate Planning
  • Access to Lending Services 1
  • Insurance and Risk Management
  • Trust Services2
  • Accounting and Taxes3

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  1. Lending and other banking services available through the Banking Services Group of Wells Fargo Advisors are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A.; Wells Fargo Home Mortgage, Wells Fargo Home Equity Group, Wachovia Bank and Wachovia Bank of Delaware, divisions of Wells Fargo Bank, N.A.; and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without notice.  Equal Opportunity Lender.
  2. Wells Fargo Advisors is not a legal or tax advisor. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
  3. Trust 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.
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