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Live your truth

We're here to help you achieve your goals.

Wells Fargo Advisors is committed to supporting and partnering with the LGBTQ community

Working with a financial advisor who complements your investing style, and understands your concerns and goals, can help keep your wealth plan on track.

 

Choose your path

Whatever your plans, our financial advisors have the experience and dedication to support you with a wide range of products and resources to help meet life on your terms, including:

  • Investment planning, no matter your age, income level or stage in your career
  • Planning for retirement, to help ensure you have a retirement income that supports your lifestyle
  • Estate planning strategies for you and your family
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Your family, your way

LGBTQ couples and families may have different priorities and challenges that require careful planning. Our Financial Advisors can help you with tips to consider when planning for your family such as:

  • Applying for a child’s Social Security number if one is needed
  • Updating your investment plan
  • Establishing an education fund
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Respecting your values

If environmental, social and governance (ESG) investing is important to you, your Financial Advisor can help you understand and identify investing opportunities within an ESG framework.

  • Biodiversity & land usage
  • Diversity & Inclusion
  • Accounting
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Seeing your truth

For more than 30 years, Wells Fargo & Company has worked to create an inclusive culture where everyone has a seat at the table, regardless of race, ethnicity, sexual orientation or gender identity.

  • Sexual orientation included in our non-discrimination policy in 1988
  • Domestic partnership benefits extended to all team members in 1998
  • First in the Financial Services industry to provide our Financial Advisors with the opportunity to earn the Accredited Domestic Partnership AdvisorSM, or ADPA, designation
  • Ongoing participation in Regional Round tables, where topics include the shifting legal landscape, economic outlook, adoption and family planning issues for our LGBTQ clients
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Wells Fargo Advisors does not render tax or legal advice.

Take your next step with a committed professional.

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