Drawing on the experience of our team as well as the in-depth resources available throughout Wells Fargo Advisors, we work with successful individuals, families and institutions that recognize the value of having a professional team oversee their wealth plan.
High Net Worth Individuals
We take a full balance sheet approach to help high net worth individuals achieve their wealth planning goals. Providing personalized advice and guidance, we work alongside you to consolidate assets, choose the best vehicles for savings, identify tax-efficient and tax-advantaged savings strategies for retirement and help plan for your estate, charitable giving and wealth transition goals.
Successful family governance is critical to help ensure your family's values, traditions and wealth are in place for current family members and are transitioned smoothly to future generations. We work to build strong relationships with all family members and provide education to build an understanding of your financial priorities and coordinate your wealth plan with your other professional advisors.
Executives and Business Owners
We assist executives and business owners in planning for challenges such as the concentration of net worth, business valuations, liquidity events, tax-efficient investing as well as retirement and estate planning.
Foundations / Endowments / Businesses / Corporations / 401(k) Plans
We offer institutional caliber investment management solutions to foundations, endowments, businesses, corporations and 401(k) retirement plans. 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.
We meet with each client and provide detailed quarterly portfolio reporting including performance vs. benchmark, investment positions, purchases, sales and realized/unrealized gains and losses. Our comprehensive suite of services is designed to provide you with complete investment management services and peace of mind.