Wells Fargo Advisors Financial Network

Strategic Practice Solutions

Our dedicated team helps business owners through their business transformation. From consultation to execution, our experienced professionals exclusively serve FiNet teams & can help put your milestones within reach.

Identifying & Building Value

Track growth over time
Identify & deploy key value drivers to maximize organic growth
Uncover areas of improvement to increase enterprise value
Source trusted third parties for valuation

Mergers & Acquisitions

Align practice goals while preserving client relationships
Identify and evaluate due diligence opportunities
Structure agreements
Source trusted third parties for deal negotiation terms

Business Continuity Planning

Establish a structured and legally sound continuity strategy
Identify key successors
Operationalize projects
Source trusted third parties when needed

Succession Planning

Align long-term goals and practice vision
Identify potential successors
Structure the transition timeline
Source trusted third parties to develop formal agreements

Capital Access

Provide business valuation support
Design partnership buyouts
Advise on office expansion opportunities
Coordinate advisor transition capital

A wide range of services to help ensure your clients have options that meet their needs.

Traditional Brokerage

The core financial products: Mutual funds, UITs, exchange-traded products, bonds, stocks.

Advisory

Single-fee-driven products like separately managed accounts, objective-based advisory, client-directed, and FA-directed programs.

Retirement Planning

IRA's, 401(k)s, 403(b) and annuities to offer choices for both individuals and businesses.

Planning Scenarios

Goal-based guidance and planning technology designed to develop hypothetical scenarios to help clients visualize their financial futures.

Trust Services¹

Business advisory services; estate services; international client investments; legacy trust; life, oil, gas, and mineral management; philanthropic services; real estate assets; and special needs trust services.

¹Through affiliates

Liability Management ²

Through our Wells Fargo affiliates, you have access to lending products and services, including:

Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards

²Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) 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 Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Equal Housing Lender

Everything you need, all in one place

At the heart of our platform is Advisor Gateway: a modern, intuitive hub shaped by continuous advisor feedback.

One-click access to over 200 tools and applications

Plus, seamless integration with proprietary systems like Account 360, Client Review Center (CRC), and Money Movement along with industry-leading third-party tools including eMoney, Factset, iCapital and Salesforce.

Streamlined workflows to help save valuable time

Advisor Gateway’s interface is organized by client, so you can see a holistic and comprehensive view of their finances at once.

Grow with us

Learn more about our technology systems and other strategies Wells Fargo Advisors offers to support advisors and clients.

Resources to Bring your Vision to Life