A Partner that Supports Your Practice and Your Clients
If you are looking for a firm to help you grow your business and partner with you to expand your capabilities, then Wunderlich is the place for you.
We believe in supporting the complete advisor. That includes providing the resources to help advisors be their most efficient and grow their businesses.
Strength and resources are the reasons we chose to partner with First Clearing1, one of the nation’s leading brokerage clearing institutions and an affiliate of one of the largest financial services companies in America, Wells Fargo & Company. Through this relationship, you gain access to wirehouse-level technology and vast resources to deliver the level of service your clients want and expect.
Envision®2 - This advanced investment planning software and relationship building tool helps initiate conversations with clients to identify life goals, build personalized plans and, most important, discover new assets. By following their “dot” online and on statements, clients can visualize their progress toward long term goals.
Online Account Access - Through a Wunderlich branded portal, clients have 24/7 access to their investment accounts, market data, research and much more.
Lending & Trust Services3 - Address both sides of your client’s ledger with custom lines of credit secured by portfolio assets, tailored lending options for high net worth investors and a broad range of business lending options. Access to Trust services help you deliver comprehensive estate planning services and deepen relationships with multiple generations of clients.
Account Protection Beyond SIPC - First Clearing maintains up to a clearing-firm aggregate limit of $1 billion (including up to $1.9 million for cash per client) of additional protection beyond SIPC coverage for client accounts4. Through the Bank Deposit Sweep program, deposits can be spread among four affiliated banks to provide up to $1 million in FDIC coverage.
1First Clearing 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.
2Envision® is a registered service mark of Wells Fargo & Company and used under license.
3Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and nonbanking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801); Wells Fargo Home Mortgage (a division of Wells Fargo Bank, N.A); and Wells Fargo Equipment Finance, Inc.
4Excess SIPC coverage provided through Lexington Insurance Company, an AIG Company.