Our Relationship With Wells Fargo Advisors Financial Network
Upland Wealth Advisors is an independent practice associated with Wells Fargo Advisors Financial Network. We have access to industry-leading operational and back office administrative support. This relationship gives us all the tools and technology of Wells Fargo Advisors Financial Network and the backing of one of the largest financial institutions worldwide. In addition, we are able to offer our clients a full service platform with comprehensive investment planning services, including providing access to lending services through Wells Fargo affiliates, risk management and trust and estate planning services*.
*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.