Working with Us

We believe your financial success has necessitated the professional management of your wealth. As you continue down your career path will you be able to juggle the responsibilities of your career, family, and financial security? We provide a professional, independent, and accountable discipline in order to assist our clients in the accumulation and the preservation of their wealth.

Our Services

Wealth Preservation Strategies

  • Review trusts/wills/insurance needs
  • Valuation/disposition of estate assets
  • Existing insurance policy analysis
  • Development and execution of strategies in concert with your tax and legal advisors


Investment Consulting

  • Analyze existing portfolio
  • Review and assess investment objectives and risk tolerance
  • Develop asset-allocation strategy to help achieve objectives
  • Design and construct portfolios
  • Search and select appropriate independent money managers
  • Review and report portfolio activity
  • Scheduled performance reviews


Investment Management

  • Tax-efficient fixed-income portfolios
  • Equity portfolios for long-term growth potential


Cash Management

  • Command Asset Management Account
  • Access Online
  • VisaTM debit and credit cards
  • FDIC-insured CDs


Business Transfer Issues

  • Cashless stock-option exercise and sales
  • Restricted securities transactions: Rule 144 sales
  • Free registration services for restricted stock


Trust Services

  • Sophisticated personal trust services available in all 50 states from other Wells Fargo  affiliates
  • Experienced trust professionals to help identify the most effective way to establish a trust or name a trustee


Lending Services

  • Access to lending services through our banking affiliates.


Risk Management Planning

  • Review risk management strategies including:
    • asset protection
    • income replacement
    • life
    • disability
    • long-term care insurance
    • property and casualty insurance review


Investment Strategy and Portfolio Management Services

  • Common and preferred stocks
  • Options
  • Corporate and mortgage-backed bonds
  • Government securities
  • Tax-efficient bonds
  • Mutual funds 

Let's Talk.

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Alpha Wealth Advisors

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, DE, FL, GA, ID, IL, KY, MA, MI, MO, MT, NH, NM, NY, OH, OK, OR, PA, SC, TN, TX, WA, WV). 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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