CONNECT

Address:

120 W Park Drive, Suite 105
Grand Junction, CO 81505

Phone:

970-254-3370

Individual and Business Services

What can we do for you?

Comprehensive wealth management

  • Goal setting
  • Net-worth assessment and updates
  • Pre-and post-retirement planning
  • Education planning
  • Estate planning strategies and review1
  • Coordination with your CPA and attorney

Portfolio services

  • Potential for rising income
  • Risk management
  • Asset allocation and diversification
  • Strategies to reduce volatility
  • Tax sensitivity1
  • Fee-based wealth management

 

 

Retirement Plan Services

  • Traditional and Roth IRAs
  • Rollover and distribution planning6
  • 401(k), 403(b), pension and profit-sharing plans
  • Simplified Employee Pension, Keogh & SIMPLE plans
  • Educating participants about investment selection

Investment Tools

  • Mutual funds
  • Private money management
  • Individual stocks and bonds
  • Certificates of deposit
  • Annuities (variable and fixed)3
  • Life and disability insurance3
  • Long-term-care insurance3

 

Comprehensive Account Management

  • Money-market funds with check writing
  • Electronic deposits and withdrawals
  • SIPC coverage2
  • Consolidated statements
  • Online access to account information7
  • Visa(r) check card
  • Continuity for your heirs

Education planning

  • College cost projections
  • 529 college savings plans
  • Coverdell education savings accounts
  • Custodial accounts

 

 

 

Through our Wells Fargo affiliates, you have access to banking services including:5

  • Securities-based lines of credit
  • Residential mortgages
  • Home equity financing
  • Small-business financing
  • Credit cards

 

 

 

Estate investment planning4

  • Review trusts, wills (coordinated with your legal advisors
  • Review insurance needs
  • Revocable living trusts
  • Irrevocable life insurance trusts
  • Charitable trusts
  • Valuation and disposition of estate assets
  • Long-term-care insurance3

1 Wells Fargo Advisors is not a legal or tax advisor. 

2 Wells Fargo Advisors is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request or at www.sipc.org.   

3 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors is a separate non-bank affiliate of Wells Fargo & Company.

4 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo 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.

5 Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiares of Wells Fargo & Company, including but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the New Hampshire banking department, the Department of Business Oversight under the California Residential Mortgage Lending Act, and the Arizona Department of Financial Institutions (NMLS ID 0906158).

6 Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.

7 Access to the service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals