Investment and Fiduciary Services

 

Investment and Fiduciary Services

Integrous, through our association with Wells Fargo Advisors Financial Network, has access to Investment & Fiduciary Services offered through Wells Fargo Wealth Management.

 
  • Business Advisory Services
  • Estate Services
  • Legacy Trust
  • Life Management Services
  • Oil, Gas, and Mineral Management
  • Philanthropic Services
  • Real Estate Asset Management
  • Special Needs Trust Services
  • Trust Services
 

Please contact Steve Marchel (stevemarchel@integrousfs.com) with an inquiry in these services.

 

Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various asso and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.

Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, registered broker-dealers and separate non-bank affiliates of Wells Fargo & Company.  Integrous Financial Strategies and Wells Fargo Advisors Financial Network do not provide tax or legal advice. However we will work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

 

 

 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals