Our Time-Tested Process

As a client of Bender Private Wealth Management Group, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners, and executives while using a goals-based wealth management approach to put our clients at the center of every personalized strategy.
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Helping You Navigate Significant Wealth

Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are at our core. We begin by asking what matters to our clients, and then our goal is to never stop asking. We've built our team from the ground up to exceed the needs of significant wealth.

We have extensive experience advising clients before, during, and after life’s transitions, including: family transitions, business-related developments, and executive decisions, as well as philanthropic endeavors, consultation for foundations and endowments, and personal gifting.

We work with highly successful business owners who have created significant wealth through years of hard work and sacrifice. We help these clients preserve, deploy, and diversify that wealth effectively. Our first priority is to help them maintain their lifestyles through varied environments.

As wealth managers, we resist fads and popular opinion. We focus our energies on identifying the managers and strategies that we believe can deliver consistent, prudent returns. We offer access to preeminent investment advisors across the globe, and we continually assess investment allocations relative to a client’s risk profile and return objectives.

Our team works with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career, and philanthropy. We believe strongly that “success” has many definitions and we strive to be a critical resource for families as they pursue engaging, fulfilling lives.

We recognize that affluence can place unusual demands on business owners and their families. We offer a range of services to promote lasting legacies through the positive transmission of values and wealth. Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a business' collective vision and expectations of wealth for the multiple generations of ownership.

Bender Private Wealth Management Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained financial advisors work to gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you provide an ongoing review to it, and update your strategy as needed.

We are committed to providing you access to the investment insights of Wells Fargo Advisors and its affiliates, and we will continue to invest in industry-leading client tools and new technology to enhance your overall experience as you and your financial advisor pursue what’s most important to you, your business, and your family.