Providing ultra-high net worth clients customized strategies and dedicated service
Using a boutique team model dedicated to personalized attention and exceptional service, the Madura Private Wealth Group of Wells Fargo Advisors, focuses on helping select ultra-wealthy families, business owners and foundations build, manage, protect and transfer their wealth. They prioritize relationships and collaboration, skillfully merging a hands-on approach with the competency and capabilities of seasoned professionals who have ready access to the breadth of Wells Fargo Advisors’ world-class resources.The Madura Private Wealth Group strive to empower their clients to live full lives focused on what is most important to them — family, career, travel, philanthropy, and creating a legacy for the future. They deeply value their relationships with clients, functioning as a Family CFO for all financial matters, and take pride in being involved in every aspect of their clients’ lives. Clients rely on them to provide insight and guidance on everything from milestone life events and family responsibilities to the ups and downs of their lives and businesses.
Throughout their more than 23 years together as the Madura Private Wealth Group, Dan, Denise, and Ethan have leveraged their financial acumen and diverse experience to deliver sound guidance and unbiased investment management across conventional and alternative asset classes, including structured note portfolios. They collaborate with clients, their CPAs and their attorneys to deliver a broad spectrum of proactive solutions to address often complex financial situations. Trusted advocates and advisors, Dan and Ethan are known for their high standards of ethics and integrity and their steadfast commitment to always putting their clients first.