About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Andrew W. Kirkpatrick

Private Wealth Financial Advisor
Managing Director - Investments

Andrew serves as a Private Wealth Financial Advisor and Managing Director-Investments and has over 20 years of experience in the Ultra High Net Worth space. Andrew serves business owners, family offices and institutions and consistently delivers the full resources of Wells Fargo including with the Commercial Bank and Corporate Investment Bank.

As a former estate planning lawyer (no longer practicing), Andrew plans around the client's full balance sheet with a focus on tax efficiency. Problem solving and delivering exceptional service energizes Andrew and pushes him to overcome obstacles to succeed.

Andrew received a Bachelor of Arts in History from the University of Colorado at Boulder. He then went to earn his JD and MBA from the American University in Washington DC. He started his career at the law firm of Baker Hostetler before moving into private wealth management.

Licenses

  • Colorado Bar (not practicing)
  • Ohio Bar (inactive)

Education

  • BA - University of Colorado, Boulder
  • JD - Washington College of Law
  • MBA - Kogod School of Business

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Trust Services are available through Wells Fargo Bank, N.A., and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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