Advisory Services



Portfolio Advisory

Institutional-level asset allocation, customized allocations, and combined strategies. Portfolio construction and instructions are tailored to meet your specific risk and outcome objectives.

Tax-Efficient Investment Strategies

Tax aware and tax-efficient processes built upon past success, rigorous research, expansive security selection, and risk awareness.

Responsible & Value Based Investing

Customize investment solutions that take ethical and moral values into account. This can include many concepts including Faith-based, Environment, Social, and Corporate Governance. 

 

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, Casebeer McCollum Wealth Management will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
Casebeer McCollum Wealth Management

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, AR, AZ, CA, FL, GA, HI, IA, IL, KS, MA, MO, NM, OR, SD, TX, UT, VA, 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.

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