Private wealth services

A wealth management experience focused on you and your values

As a Private Wealth Financial Advisor who holds a Certified Private Wealth Advisor® designation, I lead a team that focuses on sophisticated clients with highly complex and demanding wealth management needs.

In addition to our suite of brokerage products and services, we specialize in strategies designed to help clients manage their wealth that are available through Wells Fargo Advisors, including:

• Investment and retirement planning • Financial literacy for families
• Wealth transfer strategies • Seperately managed accounts for qualified clients
• Estate planning strategies Alternative investments4 
• Charitable giving strategies

To further address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company while collaborating with our clients’ other professionals to help guide the implementation of a fully integrated plan.

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Complex wealth management challenges can require elevated services and capabilities. As Financial Advisors with Wells Fargo Advisors2,3 , we can refer you to Wells Fargo Private Bank1,3, where you will have access to specialists who can offer a full range of wealth management solutions to help address your complex financial and wealth planning situations, some of which include:

Wealth planning  Trust & fiduciary services 
Private banking  Fiduciary investment management 

When appropriate, these Wells Fargo Bank Specialists can also provide access to specialized wealth services including:

Business advisory services  Philanthropic services 
Estate services  Real estate management 
Legacy trust  Special needs trust services 
Oil, gas, & mineral management 

Next steps

Click here  for further information on The Private Bank123
• Request information today and let our Private Wealth Financial Advisor guide you according to your needs

1Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
2Brokerage 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 separate non-bank affiliate of Wells Fargo & Company.
3Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
4Alternative Investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.