The Three Principles of Wealth Management

We help our clients with the three principles of wealth management: (1) the creation and growth of wealth, (2) the preservation of wealth, and (3) the planning and distribution of wealth in a tax-advantaged, estate plan-ready manner.
 

Services and Solutions

We take a holistic approach to serving clients, going beyond specific investment products to truly serve the comprehensive needs of every client and their particular circumstances. We have access to the various resources of Wells Fargo and its affiliates, who provide our clients with wide-ranging client solutions, and insights for every stage of a client's life.
Taking care of your family and other people in your life
  • Trust and Estate Services 1
  • Education Funding Strategies
  • Insurance 2
Planning for healthcare expenses now and in the future
  • Long-Term Care Insurance 2
  • Health Savings Account
  • Disability Insurance 2
Through our Wells Fargo affiliates, you have access to lending products, including 3
  • Securities-Based Financing
  • Residential Mortgages
  • Home Equity Financing
  • Business Financing
  • Credit Cards
Working in retirement, selling, or starting a business
  • Access to Lending Products and Services through Wells Fargo Affiliates 3
  • Exchange Funds
  • Concentrated Stock Management
  • Succession Planning
Volunteering, mentoring others, and giving to charities 1
  • Donor-Advised Funds
  • Private Foundations
  • Charitable Trusts
Using your finances to bring it all together
  • Investment Advisory Accounts
  • Alternative Investments 4
  • Exchange-Traded Funds
  • Mutual Funds
  • Closed-End Funds
  • Fixed Income Products
  • Options 5
  • Annuities
  • Market-Linked Investments
  • Liability Management
  • Online Account Access
Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, we will be glad to work with you, your accountant, and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state. 

1 Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.

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

3 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking susidaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS 0906158)

Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender.
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Blue Ocean Investment Group of Nest Capital

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 (AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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