Services

Our Services

In addition to over 100 years of combined experience, our investment professionals are registered and licensed to provide investment strategies to our clients from across the investment and insurance spectrum; on both sides of their personal balance sheet. We strive to be the first and last phone call our clients make when faced with the need for financial strategies.

Together we can discuss strategies designed to fit your unique situation, including:

Customized Investment Planning with the Envision® Process

Our commitment to helping our clients plan effectively, invest wisely and map a realistic financial course to their future years is at the heart of Wells Fargo Advisors' Envision planning process. 

Professionally Managed Money Services

Direct access to a select group of world-class portfolio managers from renowned investment firms offering customized active, passive and tax efficient strategies.

Planning for Retirement

Personal and corporate retirement plan consulting, defined contribution or defined benefit plans, executive financial services and plans funded with insurance.

Insurance and Annuities

Our advisors are life, health and variable annuity licensed in a number of states with the ability to access a large number insurance carriers and strategies.

Estate and Legacy Planning Strategies1

Investment Planning for trusts, insurance strategies, implementing beneficiary designations, and other legacy planning strategies designed to maximize assets left to heirs.

College Planning Strategies

529 college savings plans, Coverdell IRAs, custodial accounts and gifting  strategies.

Working in Concert with Your Tax and Legal Professionals1

We work closely with clients' CPAs, Attorneys and Professional Trustees to help ensure all assets are titled properly, invested appropriately, operating efficiently and per the clients' plan.

Access to Additional Services Through Wells Fargo Affiliates

As Wells Fargo Advisors Financial Advisors, we can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services and Insurance as well as various customized and more traditional lending products. Our clients have access to securities-based lines of credit, residential mortgages, home equity financing, small-business financing and credit cards.

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