Helping Navigate Significant Wealth 

We work with a select group of high-net-worth individuals, families, and foundations while utilizing the resources of a global financial company.
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We provide high-touch, white glove service for highly successful individuals, entrepreneurs, and multi-generational families, with the goal of advising on every financial aspect of our clients’ lives. We believe significant wealth requires a distinctively elevated level of service, and we take the time to understand your most important priorities so they can stay at the center of your financial decisions while we form your financial strategies.
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Owning or managing a business brings its own unique complexities and challenges. As a financial partner, we understand those complexities and invest in relationships where we can assist executives and professionals in planning for challenges – including the concentration of net worth, business valuations, liquidity events, and tax-efficient investing, as well as pre-transaction planning, and retirement and estate planning strategies.
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We offer institutional-caliber investment management solutions to foundations, trusts, and charitable organizations. Portfolios are structured and managed to follow your organization’s Investment Policy Statement, return goals, performance benchmarks, risk parameters, short-term and long-term cash flow needs, and investment criteria.

Working with Your Professional Network 

We work in conjunction with our clients’ specific, complex situations and their existing professional network, including your attorneys, accountants, or tax professionals. We aim to enhance your fully integrated investment plan, while keeping it cohesive across all facets of your financial life.
1776 Financial Management Group of Wells Fargo Advisors

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 (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI). 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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