Our wealth management services and solutions

We focus on preserving multi-generational wealth. By taking a holistic approach to wealth management, we focus on strategies and solutions to address your most pressing needs. Our approach helps you see how all aspects of your financial life are interrelated and how each decision can affect your wealth picture over time.

Phil Allen and Hugh Breslin hold the title of Private Wealth Financial Advisor.

Within Wells Fargo Advisors, the distinction of Private Wealth Financial Advisor recognizes select Financial Advisors with a history of serving the unique needs of high-net-worth individuals, families, foundations, and institutions. Private Wealth Financial Advisors have access to a suite of benefits and resources to help enhance the advisor-client experience in the areas of wealth management, commercial banking and investment banking, as well as traditional bank products and services to help accommodate clients’ needs through Wells Fargo affiliates.
Allen/Breslin Wealth Management Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, DE, FL, IL, IN, KS, NY, OH, SC, TN, TX, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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