When it comes to making investment decisions, it helps to have the right resources and guidance from financial professionals you can trust — and to feel confident about your choices.
With Wells Fargo Advisors Solutions, our phone-based team of knowledgeable registered Financial Advisors works with you to understand your life, your family, and your goals before developing an investment strategy that’s tailored just for you.
A tailored approach to your financial needs
Any of our Financial Advisors can help you create a manageable, adaptable plan for navigating your financial future and will be devoted to delivering consistent, practical advice and guidance. We’ll use our experience guiding many clients just like you — but we’ll adapt to your individual needs, history of investing experience, and preferred level of involvement in decision-making.
Monitoring investment performance
With monthly statements and quarterly reports, we help you monitor investment performance. You’ll also have online access to all your Wells Fargo accounts, 24 hours a day, 7 days a week.
Every year, we’ll meet over the phone to take a look at your account, and adjust your investments if it makes sense.
Often, major changes and life events — like marriage or a new baby — can influence a shift in strategy. Ideally, though, we’ll talk throughout the year as often as you like, to change course if we need to.
How we support you
We’re committed to working with you on your terms to help you determine your financial path. You’ll let us know how often you’d prefer to communicate with us and how much financial advice you’re seeking.
A Wells Fargo Advisors Solutions team of professionals is ready to serve and respond to your needs by phone or email.