Retail Client Services

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Taking control of your finances today allows you to plan for your family’s future. Our Retail Client Services team takes the time to get to know you, your family and your financial situation. Once we have a complete understanding of your finances, we are better able to advise you in all of your investment planning and management needs.

Our Investment Services Include:

  • Investment Management
  • Asset Allocation*
  • Cash Flow Analysis
  • Tax Strategies
  • Review & Communication
  • Performance Review
  • Retirement Income strategies

Whether your goals include preserving and growing your capital, minimizing tax liabilities, ensuring a secure retirement or funding a child’s education, we can help you with your individual investment needs.

Your Goals:

  • Retirement
  • College
  • Savings
  • Investments
  • Cash Management
  • Estate
  • Budgeting
  • Inheritance
  • Planning

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Capital Advisors Wealth Management is a separate entity from WFAFN.

Wells Fargo Advisors Financial Network and its affiliate do not provide legal or tax advice.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals