Brody & Frohn Wealth Management Group
of Wells Fargo Advisors

Planning Strategies

Our team draws on the extensive resources throughout Wells Fargo Advisors and its affiliates to provide you with a wide array of customized strategies and services to help build, manage, preserve and transfer your wealth.


ADVISORY

Advisory Programs

Separately Managed Accounts

 

ALTERNATIVE INVESTMENTS1

Charitable Gift Funds

Exchange Funds

Hedge Funds

Managed Futures

Offshore Investments

Private Equity

REITs

 


BUSINESS SERVICES

 

CAPITAL MARKET SERVICES

EDUCATION PLANNING

529 Plans

Education Savings Plans

 

ESTATE PLANNING STRATEGIES

Charitable Giving Strategies

Insurance

 

EXECUTIVE SERVICES

 

INVESTMENT PLANNING

 

INVESTMENT PRODUCTS

Annuities

Commodities

Equities/Stocks

Exchange-Traded Funds (ETFs)

Exchange-Traded Products (ETPs)

Fixed-Income/Bonds

Futures

Mutual Funds

Options

Unit Investment Trusts

 

RETIREMENT PLANNING

Business Retirement Plans

Individual Retirement Accounts (IRAs)

 

SYNDICATE

 

TAX-SENSITIVE INVESTING

 

WEALTH MANAGEMENT STRATEGIES


1 Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

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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, CA, CO, CT, DC, DE, FL, GA, KS, LA, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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