American Investment Services

Calpine Corporation is a leading competitive power company in North America, generating approximately 27,000 megawatts of electricity from its fleet of 79 facilities, enough to power around 27 million homes. The company emphasizes clean and reliable energy generation, with a strong focus on innovative retail services through brands like Champion Energy Services and Calpine Energy Solutions. With a commitment to sustainability and community impact, Calpine invests significantly in charitable initiatives, contributing $2.4 million in 2023 alone. The company promotes career growth and professional development for its diverse team of 2,500 employees, fostering an environment that encourages engagement and continuous learning. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

We review the clients financial data in order to understand the current situation. This includes any brokerage or bank statements, insurance policies, and existing estate plans. We will ask many questions regarding risk and engage in a thorough discussion to address two separate components of risk risk tolerance, or how one feels about risk, and risk capacity, which is ones financial ability to handle losses without adversely affecting future goals and living standards. We strongly believe that a complete, two-way conversation not a standard multiple-choice-questionnaire approach helps us understand how to serve our clients best.