helping small businesses build success

We believe that small businesses are the lifeblood of local communities. Our associates are passionate about supporting small businesses – near and far – by helping them establish retirement or benefits plans for their employees or revisit an existing plan.

We believe investing in your employees makes for a stronger business, and we can help you do so in a manner most fitting for you and your employees.

Retirement Savings Plans

A retirement savings plan is a great way to help you reach your own retirement goals, provide potential tax-saving benefits, and can be important to help attract and retain talented employees. There are numerous plan types, and the rules around them can be complicated. We can help your business choose and implement a retirement savings plan that best suits you and your employees.

Employee Benefits Plans

Depending on the size and needs of your business, Shore to Summit will help you evaluate employee benefits to help you attract and keep employees. We can help you consider the cost-effectiveness of different employee benefits, understand the advantages and disadvantages of each type of benefit, and work with your tax and legal professionals to coordinate a strategy to help meet your specific needs.

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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). 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.

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