INDIVIDUALS/FAMILIES

We take a comprehensive approach to investment planning, learning all we can about our clients’ current circumstances. In this way, we are able to design an individualized plan to help meet their financial needs and will recommend only those products and services we deem most appropriate to each of our client’s investment strategies.

INSTITUTIONS

From helping our clients evaluate money managers and portfolio performance to conducting extensive research and due diligence to finding the fund that fits their needs just right, Turczan Investment Consulting Group will roll up our sleeves and function as an off balance sheet Investment Officer – supporting and enhancing the capabilities of the Investment Committee, CFO and back office. We offer complete lucidity and personalized, progressive investment advice that is objective and intended to help you cultivate and preserve your institution’s wealth.

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 (AZ, CA, FL, GA, IL, IN, KS, MN, NC, NJ, NY, PA, SC, TN, UT, 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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