We offer a broad range of services to help you secure a
sound financial future.

Our Services

Lang Investment Group believes in taking a comprehensive and holistic approach to managing wealth. To help you reach your investment objectives, we offer a wide range of financial solutions tailored to the specific needs of individual investors and institutional clients, including:

Investment Planning

We help you stay focused on the importance of developing a flexible plan and chart a path for you to prioritize and accomplish your most important life goals during various life stages.

Insurance and Annuities

Insurance protection is a crucial component of a comprehensive, long-term investment plan. We can discuss policies for fixed and fixed indexed annuities, and a wide range of life insurance coverages.

Pension Plans

We will consult with your organization’s administrative team to evaluate opportunities, review your Investment Policy Statement (IPS), educate members, provide well-informed answers, and discuss results.

Investments

Through our association with Wells Fargo Advisors Financial Network, we can utilize the vast resources of a premier, global financial services firm to offer a broad range of products and services.

Retirement Planning

Our retirement planning services are designed to allow you to identify your specific retirement objectives and develop a plan to help you achieve them.

Asset Protection

Our team will work with you to help create an estate plan to protect yourself, your loved ones, and your assets to provide comfort for your family.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Financial Network Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

"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.

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