Our Range of Services

Committed to helping you navigate through each stage of life with confidence, we have access to a full range of products and services and will take the time to carefully analyze which strategy works best in your situation. But exceptional service doesn’t stop there. We also provide:

Asset-Management Strategies

• Private Investment Management

• Fee-Based Portfolio Management1

• Tax-Efficient Investment Strategies2

Services for Individuals

• Coordination of Recommendations with Other Professionals

• Pre- and Post-Retirement Planning

• Liability Management3

• Wealth Transfer and Charitable Giving

• Estate Planning / Trust Services4

• Investment Planning (Fee-Based)

Services for Endowments and Foundations

• Investment Consulting

• Investment-Policy Analysis

• Philanthropic-Donor Services

Corporate and Institutional Services

• Cash Management

• Retirement-Plan Services

• Equipment Leasing5 and Small-Business Lending6

• Access to Investment-Banking Expertise (through Wells Fargo Advisors Affiliates)

 

1Fee based programs may not be appropriate for all clients.
2Burns Investment Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
3Liability products are offered through bank and non-bank affiliates of Wells Fargo & Company and may be offered through other unaffiliated providers.
4Trust services available through banking and trust affiliates in addtion to non-affiliated companies of Wells Fargo Advisors.
5All leases are offered by Wells Fargo Equipment Finance,Inc. through Wells Fargo Bank, N.A.
6Lending and other banking services available through the Banking Services Group of Wells Fargo Advisors are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank,N.A.; Wells Fargo Home Mortgage, Wells Fargo Home Equity Group, Wachovia Bank and  Wachovia Bank of Delaware, divisions of Wells Fargo Bank, N.A,; and Wells Fargo Equipment Finance, Inc.  All loans and lines of credit are subject to credit approval, verification and collateral evaluation.  Prodicts are not available in all states.  Certain restrictions apply.  Programs. rates, terms and conditions are subject to change without notice.