The effective management of wealth requires teamwork.

Our Relationship with Wells Fargo Advisors Financial Network

Through our association with Wells Fargo Advisors Financial Network, we have access to industry-leading operational and back office administrative support. In addition, we are able to offer our clients a full-service platform with comprehensive wealth management strategies, including access to lending services through Wells Fargo affiliates, risk management and trust and estate planning services.

Through our association with Wells Fargo Advisors Financial Network we offer a broad range of products and services*:

Investment, retirement and estate planning strategies
Stocks, bonds and mutual funds
Asset management accounts
Traditional and advisory portfolio management services
Access to lending services through Wells Fargo affiliates
Insurance and annuities
Wealth management services

We chose to have a relationship with Wells Fargo Advisors Financial Network because they offered a variety of resources available to our clients including: access to industry research, technology and world class products. We have access to all the tools and technology of Wells Fargo Advisors Financial Network which we consider to be among the best in our industry. Wells Fargo Advisors Financial Network provides our clients access to the resources of one of the largest and most admired financial services firms in the country. We have found that the relationship we have formed with Wells Fargo Advisors Financial Network gives us the resources we need to deliver exceptional service with cutting edge technology, products and a back office that is dedicated to helping us and our clients.

*Wells Fargo Advisors Financial Network is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action. Advisory programs may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.

"We strive to allow people to live their lives as best they can, without any undue financial
sacrifice or overexposure to risk." - Todd Lang

“We perform best when we step into the clients’ shoes--and see things from their perspective.” - Drew Lang

“Investing is a marathon, not a hundred-yard dash--and we’re making the journey together.” - Bruce Lang

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, FL, ID, IL, IN, MA, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, TX, WA, WY). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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