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Advisory Services

At Burbank Wealth Management, we work directly with you to develop customized investment portfolios tailored to your specific needs and financial goals. We also offer several tailored strategies focused on growth, income, and principal preservation.
  • Managed Equity Strategies
  • Advisory Programs
  • Separately Managed Portfolios
  • ETF’s
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Planning for Retirement

Burbank Wealth Management implements a disciplined approach to investing and develops portfolio management strategies to help our clients achieve their retirement goals. We help you make the most of your retirement plan and develop strategies that will provide you with income stability and capital appreciation, both now and for the future.
  • Individual Retirement Planning
  • Business Retirement Planning
  • 401(k)
  • IRA
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Envision®

Creating a plan can help you stay focused, plan for challenges ahead, and make choices that work for you. Our Envision planning process is the foundation we use to develop your retirement income plan.

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Estate Planning

Part of our mission is to help clients through life’s changes and challenges. For nearly 70 years, we have focused on helping families and individuals navigate career changes, retirement, and planning for future generations. Whether your estate needs are simple or complex, we work with your estate attorney and tax advisors to ensure that your estate plans are properly met.
  • Beneficiary Planning
  • Charitable Giving
  • Trust Services
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Insurance

We help you determine the appropriate type of insurance necessary to protect you and your family and/or business from life’s uncertainties. Additionally, we help our clients leave a legacy for future generations.

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 (CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY). 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.

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

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