Sophisticated strategies informed by planning, strengthened by experience, and customized to meet your goals.
Advice Beyond the Expected
We specialize in supporting clients whose financial lives require thoughtful, sophisticated solutions. Whether navigating a life change, a sudden liquidity event, or bringing the next generation into the conversation, we provide the experience, discernment, and attentive care needed to move forward with clarity and confidence.
Wealth Planning
Evaluation of cash flow, retirement projections, tax considerations, estate structure, and risk management.
Investment Management
An institutional approach to portfolio construction incorporating alternatives, SMAs, PIM® strategies1, equities, fixed income solutions, structured notes, and more.
Alternative Investments
Expertise across private equity, private credit, hedge funds, real assets, infrastructure, and commodities.
Access to Liability Management & Lending
Access to lines of credit, jumbo lending, PCLs, and business lending resources.2
Wealth Transfer & Estate Strategies
Multigenerational planning, gifting strategies, legacy planning, and collaborative estate structure
coordination.
Business Services & Retirement Plans
Qualified retirement plans, deferred compensation strategies, pension consulting, and executive
benefit guidance.
1 Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. They do not cover the ongoing fees and expenses of certain investments held in the account and customary brokerage charges may apply to non-program assets. Fees are based on the assets in the account and are assessed quarterly.
There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.
2 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.