Our Services

We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning

help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need in order to retire comfortable. Help managing assets before and during retirement.

Tax-Efficient Investing Strategies*

Help making sure your portfolio is tax- efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Liability Management

Provide access to lending services through bank and non-bank affiliates of Wells Fargo & Company.

Estate Planning Strategies*

Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

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.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

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

4160 SE Adams Road
Suite 102
Bartlesville, OK 74006

918.213.4899 800.777.2600 Send Message

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 (AL, AR, AZ, CA, CO, FL, GA, IA, IN, KS, KY, MD, MI, MO, NC, OH, OK, OR, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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