Investment Consulting

Couple on Beach

401(k) and Other Retirement Plans:

Our investment consultants specialize in 401(k) and other retirement plans, providing services such as plan design, investment selection, employee education, personalized advice, asset allocation, and more. We aim to ensure that retirement accounts align with individual financial goals.


Financial Advisor meeting with clients

Non-Qualified Deferred Compensation Plans:

For non-qualified deferred compensation plans, our services include plan design, investment selection, individualized advice, risk management, tax planning, and more. We assist in optimizing these executive benefit plans.


birds and beach

Charitable Foundations:

We work with charitable foundations, helping align investments with their mission and goals. Our services encompass mission alignment, investment policy development, asset allocation, responsible investing, and governance and compliance, among other offerings. We help ensure foundations effectively manage their endowments.

NFLA Financial Partners

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, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, NC, NE, NY, OH, PA, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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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