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.