If you have investments in multiple accounts, IRAs and past employer retirement plans, you may have an unclear picture of your investment portfolio. A clear view of your financial picture can be essential as you make decisions regarding your investments. Consolidating your investments in one place may help you better see how everything fits together and simplify your financial life.
Working with your financial advisor can help you better understand these and many other potential benefits of consolidating your investments. And with their assistance, the entire process can be remarkably easy. When you consolidate your assets with Wells Fargo Advisors you can easily track, review, and adjust your plan over time with a firm who understands your unique needs and knows how to help you achieve your goals.
Wells Fargo Advisors is not a tax or legal advisor.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.