Wealth Management Services

Our highly experienced team offers you access to a suite of family office services in a boutique environment inside a global financial company including: Customized Managed Portfolios, Estate Planning Strategies, Retirement Planning, Philanthropic Planning, and Risk Management. Once we have an understanding of your goals and values, we help you manage your wealth utilizing the appropriate solutions from a wide range of services.

Investment solutions

  • Customized Managed Portfolios  
  • Exchange-Traded Funds
  • Environmental, Social, and Governance (ESG)
  • Equities
  • Fixed Income
  • Private Equity
  • Mutual Funds
  • Liquidity Management
  • Private Real Estate Funds

Investment planning

  • Estate Planning Strategies
  • Philanthropic Planning
  • Tax Efficient Strategies
  • Retirement Planning
  • Education Funding
  • Financial Wellness
  • Risk Management
  • Family Wealth Transition Planning

Corporate executive services

  • Employee and Executive Benefits
  • Corporate Retirement Plans
  • Concentrated Stock Management
  • Pre- and Post-IPO Strategies
  • Exchange Funds
  • 10b5-1 Plans
  • 401(k) Implementation and Consulting
  • Stock Option Strategies
  • Hedging Strategies
  • Form 144
  • Financial Wellness

Additional services

  • Donor-Advised Funds
  • Insurance*
  • Eldercare
  • 529 Plans

As a Wells Fargo Advisors client, you have access to lending and banking services through Wells Fargo affiliates.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.