Private wealth guidance grounded in stewardship, discipline, and enduring relationships.

Rooted in Raleigh. Focused on Generations.

In Raleigh — the City of Oaks — strength and longevity are part of the landscape.

At OakRow Wealth Management Group of Wells Fargo Advisors our name reflects both our home and our philosophy: deeply rooted relationships, steady guidance, and thoughtful planning across generations.

We serve high-net-worth individuals, families, business owners, and corporate executives who require coordinated wealth strategies. Our approach integrates investments, planning discipline, and attentive service — designed to support both today’s priorities and tomorrow’s transitions.

Wealth Management Philosophy

Stewardship

We approach wealth with care and responsibility, recognizing it represents years of discipline and hard work.

Integration

Private Wealth Management means investments, planning considerations, and coordination with outside professionals are aligned thoughtfully.

Continuity

Our focus extends beyond a single decision or market cycle — toward generational clarity and structure.

OakRow Wealth Management Group of Wells Fargo Advisors is Proud to be Recognized as one of:

Forbes Best-in-State Wealth Management Teams
(Formerly the Bass Foley Group of Wells Fargo Advisors)
2024 - 2026¹

Forbes Top Women Wealth Advisors Best-in-State
(Stephanie Bass , CFP^®, CPWA^®, CIMA^®, Private Wealth Financial Advisor, Managing Director – Investments)
2023, 2024, 2025 and 2026²

Forbes Best-in-State Wealth Advisor
Stephanie Bass , CFP^®, CPWA^®, CIMA^®
Private Wealth Financial Advisor, Managing Director – Investments
2023 - 2026³

Jonathan E. Foley
Private Wealth Financial Advisor, Managing Director – Investments
2019, 2021 - 2026³

^{1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View additional disclosures}

^{2 2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. View Award Disclosures}

^{3 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. View Award Disclosures}