Both Marc Ackerman and Marco Mendoza are Private Wealth Financial Advisors, and along with their team, they are committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. We work with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning.
We leverage access to resources and expertise on behalf of our clients from across Wells Fargo Bank, including private bankers, wealth planners, fiduciary advisory specialists, investment strategists, and more.
We coordinate with our clients’ other professional advisors – such as attorneys, accountants, and trust administrators – to help ensure our wealth plan is cohesive and addresses the many facets of a client’s financial life.
We’re committed to continually evolving our skills and knowledge to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors.
We take a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy needs are addressed, planned for, and adjusted as needed.
This eleveated level of service is designed to support each client's full financial picture to help them preserve and grow their wealth across generations.
You and your family are surrounded by an integrated group of professionals and organizations who are there to help meet your needs:
• Private Wealth Financial Advisor at Wells Fargo Advisors
• Wells Fargo Private Bank
• Your attorney
• Your CPA
• Specialists across wealth management disciplines (through Wells Fargo affiliates)
Bring family together around shared values and vision
Significant wealth can introduce complex, multi-generational issues for our clients.
We can help you build a “family mission statement” that clearly states your goals for your wealth, both short-term and long-term. This helps spouses, business partners, and heirs recognize and adopt your wishes for the future. It also helps you integrate your values into your plans.
We can also help with financial literacy and wealth education for the next generation to ensure your family understands the importance of being a good steward of the family’s wealth.
And most importantly, we’ll work side-by-side with our clients through any life changes or major events that require a rethinking of the plans we put into place.
Private Wealth Financial Advisor clients
We work with a select group of highly successful individuals, families, and foundations with complex wealth management needs.
• Business owners
• Corporate executives
• Philanthropic donors
• Family foundations
• Families transitioning wealth
• Private equity principals and partners
• Hedge fund partners
• Real estate developers
• Professional athletes or entertainers
• Tech entrepreneurs