Dedicated Financial Advisor
Get personalized guidance from a financial advisor for all your financial needs. Your financial advisor can offer investment advice and goal-based planning to design financial strategies just for you.
Solutions Financial Advisor Team
With Solutions Financial Advisors, investment advice is within reach. Work with a phone-based team of financial advisors to build a goals-based plan that fits your unique needs.
Automated Investing
Answer a few questions to get matched with a professionally designed portfolio. Then sit back and relax as your Intuitive Investor® account is monitored daily and rebalanced as needed for you.
Do-it-yourself Investing
Make your own investment decisions with WellsTrade®. Trade stocks, Exchange-traded funds (ETFs), mutual funds and more on your own.