Our Services

Our Services

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Wealth Management Services

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The Altheide Tam Financial Group of Wells Fargo Advisors provides a wide array of Wealth Management Services to better serve your needs:

529 Plans
Advisory Programs
Alternative Investments
Annuities
Capital Market Services
Commodities
Corporate Executive Services
Estate Investment Planning
Equities
Fixed Income
Insurance
Lending and banking services through Wells Fargo affiliates
Mutual Funds
Net Unrealized Appreciation (NUA) Analysis
Options
Retirement Plan Consulting
IRA and 401(k) Strategies
Syndicate/Capital Markets (through Wells Fargo Securities)
Trusts (through affiliates)

* Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.

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, DE, FL, GA, HI, ID, IL, KY, LA, MD, MI, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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