What You Get | Cain & Valentine Wealth Management Grouo of Wells Fargo Advisors

Personalized investment planning which encompasses these areas

Education
Retirement
Business services
Estate
Philanthropy
Asset Management
- Asset allocation, investment selection, reallocation, and rebalancing
- Tax loss harvesting

Risk management
Securities backed lending
Quarterly investment and performance reporting
Formal reviews
Behavioral investment counseling
Cash flow analysis
Timely correspondence

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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 (AK, AL, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MO, NC, NJ, NV, NY, OK, PA, RI, SC, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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