1. Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
2. insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
3. trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

Our approach is personalized, because your needs are unique. We focus on helping business owners and successful individuals create, execute and monitor investment plans through our access to a full range of products and services offered through Wells Fargo Advisors Financial Network. We provide the following financial guidance:

Services for Individuals

  • Pre- and Post-Retirement Planning
  • Fee-Based Portfolio Management4
  • IRAs & Roth IRAs
  • Fee-Based Investment Planning
  • Wealth Transfer and Charitable Planning

Asset Management Strategies

  • Private Investment Management (PIM)3
  • Fee-Based Portfolio Management4
  • Tax-Efficient Investment Strategies

Corporate Services

  • Cash Management
  • Retirement Plan Services - 401(k)'s, SIMPLE Plans1

Services for Endowments and Foundations

  • Investment Consulting
  • Investment Policy Analysis
  • Philanthropic-Donor Services

Liability Management

  • Access to Lending Services through Wells Fargo affiliates
  • Securities-backed lending

1 Moran & Company Investment Consulting Group and its financial advisors provide non-fiduciary services only.They do not provide investment advice(as defined under the Employee Retirement Income Security Act of 1974 as amended (*ERISA*), have any discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan, or otherwise thake any action that would make them fiduciaries to the plan under ERISA.

2 Moran & Company Investment Consulting Group and Wells Fargo Advisors Financial Network are not tax or legal advisors. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

3 The PIM program is not designed for excessively traded or inactive accounts, and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

4 Fee based programs may not be appropriate for all clients.
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