CPA Practice Advisor

DEC 2014

Today's Technology for Tomorrow's Firm.

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Extending your reach. You're a trusted advisor, guiding your clients when they need professional tax and accounting advice. When their needs extend to wealth management, we can help. We ofer specialized fnancial products and services for your most sophisticated clients, building on the tax strategies you've helped them put into place. Their needs may be complex, but our approach is simple — we help clients build, manage, preserve, and transition their wealth — with their best interests always front and center. Learn how we can work together. To start a new kind of conversation, visit wellsfargoprivatebank.com or call 866-460-8465. Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various afliates and subsidiaries. Brokerage services are available through Wells Fargo Advisors, LLC (member SIPC), a registered broker-dealer and separate non-bank afliate of Wells Fargo & Company. Insurance products are available through insurance subsidiaries of Wells Fargo & Company and underwritten by non-afliated Insurance Companies. Not available in all states. © 2014 Wells Fargo Bank, N.A. Member FDIC. NMLSR ID 399801 ECG-1217754 W E L L S F A R G O P R I V A T E B A N K Wealth Planning Investments Trust Ser vices Lending Solutions Cash Management Insurance

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