Integrated Strategies

Coordinated strategies to help preserve and grow your wealth.

We work collaboratively with you to build and implement prudent investment management strategies based on your life goals, including investments, tax-efficient legacy strategies, retirement planning strategies, wealth protection strategies and gifting plans to your favorite charities.

As your dedicated team, we are able to draw on the resources from various Wells Fargo Advisors affiliates to coordinate your strategies including recommendations and plans from your other professional advisors. Our integrated investment planning services include:


Comprehenive Investment Planning
  • Pre-/post-retirement planning
  • Estate planning strategies, coordinated with your legal advisor as needed
  • Income tax planning coordinated with your tax advisor as needed
  • Long-term-care analysis
  • Insurance planning
  • Education planning

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Investment Management Services
  • Personalized asset allocation
  • Fee-based private investment management
  • Tax-efficient investments and annuities
  • Stock/Equity/ETFs/ETPs
  • Mutual fund programs
  • Fixed-income investments
  • Alternative investments
  • Private equity
  • Unit investment trusts
  • Commodities
  • Option strategies
  • Certificates of deposit

Wells Fargo Advisors is not a legal or tax advisor.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
Alternative investments carry specific investor qualifications which can include high income and net worth requirements as well as relatively high investment minimums. Available to prequalified investors only.
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Business Services
  • Retirement plans: SIMPLE, 401(k), IRAs, SEP-IRAs
  • Seminars for plan providers
  • Key-person life insurance
  • Cash management
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Stokes Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, IL, KS, ME, NM, OK, OR, TX, UT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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