Wealth & Investment Management

Wells Fargo is a diverse, vibrant, constantly growing company. Wealth and Investment Management (WIM) is one of the company’s four main divisions. With $1.7 trillion in client assets, WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Learn more about the Wells Fargo Wealth Management business

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