Wealth Management Services

The Thode Investment Consulting Group provides a wide array of wealth management services to better serve your needs. Backed by the vast resources of Wells Fargo Advisors, we have the resources for any investment issue.

Investment and Retirement PlanningOur Process
Education PlanningSaving for College
Estate Tax Planning Strategies – Wealth Protection and TransferGuide to Estate Planning
Access to Lending and Banking Services through Wells Fargo affiliatesLending Services
Risk Management – Insurance PlanningInsurance and Your Investment Plan
Retirement Income ReplacementCash Flow Income Replacement
Retirement Plan DistributionsRetirement Plan Distribution Options
Access to Trusts Services through Wells Fargo affiliatesTrust Solutions
Charitable GivingCharitable Giving Techniques
Corporate Executive ServicesCorporate Executive Services
Foundation, Endowment, and Pension ConsultingInstitutional Consulting

Contact us to learn more about our services and schedule a time to meet.

Wells Fargo Advisors is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.

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 (AL, CA, CT, FL, GA, IL, KS, KY, MA, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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

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