Services

Fee-based Asset Management

  • Hundreds of separate account managers and investment styles

Mutual funds

  • Large-cap
  • Small-cap
  • Sector
  • International

Bond

Sector-based funds

Real estate

  • Private and public REITs
  • Research and education
  • Timely market and economic commentary via newsletter* requires subscription

Performance reporting * requires participation in WFG’s fee-based money management program

24-hour online account view

Insurance

  • Top rated carriers
  • Fixed and variable annuities
  • Whole life
  • Term life
  • Universal life
  • Group and individual insurance
  • Disability income
  • Long-term care
  • Health

Estate and financial planning

  • Intergenerational wealth transfer
  • Donor advised funds
  • Planned giving

Unbiased, independent

  • No packaged or proprietary products
  • Full range of investment options and styles
  • Competitive management fees

Checkwriting

Individual and group retirement plans

Onsite employee education