Our Services

Whichard-Woolard Wealth Management of Wells Fargo Advisors offers the following services:

 

Investment Management

  • Separate managed accounts/access to institutional money managers
  • Mutual fund wrap accounts
  • Individual securities
  • Bond ladders/fixed income portfolio management
  • Alternative Investments for Qualified Investors1
    • Managed futures
    • Hedge funds

 

Retirement Funding

  • Traditional, SEP and Roth IRAs and SIMPLEs
  • Fixed and variable annuities
  • 403(b)s and 401(k)s, including one-person 401(k)s
  • Profit-sharing and defined-benefit plans

 

Education Funding

  • Education savings accounts
  • Section 529 college savings accounts

 

 

 

 

 

Insurance2 

  • Survivor needs
  • Second to die
  • Long-term care

 

 

 

 

Access to Trust Services3

  • Charitable trust
  • Dynasty trust
  • Family trust
  • Special-needs trust
  • Gift trust
  • Insurance trust
  • Family Limited Partnerships/LLCs

 

 

 

 

Access to Lending Services4

  •  Home mortgages
  • Lines of credit

 

 

 

 

1 Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. They are generally open to qualified investors only and carry high costs, substantial risks, and may be highly volatile.
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, LLC is a separate non-bank affiliate of Wells Fargo Corporation.
3 Trust services are offered through Wells Fargo Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wells Fargo Corporation.