Rock Solid –
Our Goal is to Help Preserve
and Protect Your Wealth

CONNECT

Address:

1211 Avenue of the Americas, 27th Floor
New York, NY 10036

Phone:

212.205.2927

Fax/Other:

212.205.2945

Trust Services


Use your wealth to support the people and causes you care aboutA trust account can help you:

  • Plan for changing needs

  • Maximize what you leave to heirs or charity

  • Minimize the effect of taxes

We’re here to help you through life’s transitionsWe work closely with your attorney, accountant, and other advisors to coordinate the services you need. Depending on your situation, and how you name us in your will or revocable trust, we can:

  • Manage your trust assets

  • Administer the affairs of your trust if you are no longer able

  • Assist your family by handling the complexities of estate settlement

Consider the confidence that comes from professional guidanceWe can also help you with non-financial assets such as closely held business; real estate; and oil, gas, and mineral interests.

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.

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 professionals