Our Services

Wealth Planning

  • Retirement Plan Development
  • Implementation of Financial Strategy
  • Design Tax Efficient Streams of Income
  • Social Security Claiming Strategies
  • Pension Benefit Analysis

Investment Management

  • Private Investment Management (PIM®)
  • Access to Professional Money Managers
  • Personalized Multi-Strategy Portfolios
  • Customized Equity & Fixed Income Portfolios

Advanced Trading & Strategy

  • Concentrated Equity Strategies
  • Selling Covered & Buying Call Options
  • Cash Secured & Protective Put Options
  • Equity Collars
  • Hybrid Securities 

Alternative Investments

  • Hedge Funds
  • Private Real Estate
  • Structured Exchange Funds
  • Private Equity/Capital
  • Income Solutions

Retirement Plan Benefits

  • Consultation for Business Owners, Tax-Exempt Organizations & Government Entities
  • 401(k), 403(b), 401(a) & 457(b)
  • Profit Sharing & Defined Benefit Plans
  • SEP & SIMPLE IRA's
  • Non-Qualfied Deferred Compensation Plans

Insurance & Asset Protection

  • Policy Review & Needs Analysis
  • Insurance Repair Strategies
  • Insurance Case Design
  • Family & Legacy Protection
  • Funding Buy-Sell Agreements
  • Supplemental Retirement Income

Trust & Estate Planning

  • Wealth Transfer Strategies
  • Asset Titling Guidance
  • Charitable Giving Techniques
  • Private Foundations
  • Credit Shelter Trusts
  • Generational Wealth Planning

Executive Services


  • Stock Options & Equity Benefit Analysis
  • Insider & 10b5-1 Trading Programs
  • Coordinating Restricted & Control Stock Transactions
  • Concentrated Company Stock Strategies
Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

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

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Oates Labritz Wealth Management

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, AZ, CA, CO, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV). 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.

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.

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