Together we can discuss strategies designed to fit your unique situation, including:
Customized Investment Planning with the Envision® Process
Our commitment to helping our clients plan effectively, invest wisely and map a realistic financial course to their future years is at the heart of Wells Fargo Advisors' Envision planning process.
Professionally Managed Money Services
Direct access to a select group of world-class portfolio managers from renowned investment firms offering customized active, passive and tax efficient strategies.
Planning for Retirement
Personal and corporate retirement plan consulting, defined contribution or defined benefit plans, executive financial services and plans funded with insurance.
Insurance and Annuities
Our advisors are life, health and variable annuity licensed in a number of states with the ability to access a large number insurance carriers and strategies.
Estate and Legacy Planning Strategies1
Investment Planning for trusts, insurance strategies, implementing beneficiary designations, and other legacy planning strategies designed to maximize assets left to heirs.
College Planning Strategies
529 college savings plans, Coverdell IRAs, custodial accounts and gifting strategies.
Working in Concert with Your Tax and Legal Professionals1
We work closely with clients' CPAs, Attorneys and Professional Trustees to help ensure all assets are titled properly, invested appropriately, operating efficiently and per the clients' plan.
Access to Additional Services Through Wells Fargo Affiliates
As Wells Fargo Advisors Financial Advisors, we can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services and Insurance as well as various customized and more traditional lending products. Our clients have access to securities-based lines of credit, residential mortgages, home equity financing, small-business financing and credit cards.
1 Wells Fargo Advisors is not a legal or tax advisor. However, Drowos Wealth Management Group will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.