“People will forget what you said. They will forget what you did. But they will never forget how you made them feel.” – Maya Angelou
Individuals & Multigeneration Families
We focus on creating total wealth plans that are built around your goals—designed to be tax-smart and mindful of risk.
- Multigenerational wealth planning
- Investment management
- Estate and legacy planning strategies
- Trust services*
- Tax planning strategies
- Access to banking and lending*
Corporate Executives
We understand the unique opportunities and decisions that executives face. We’ll help you build a investment strategy to help simplify the complexities that come with your position.
- Executive compensation reviews
- Concentrated equity strategies
- Tax management strategies
- Risk management and insurance services1
Business owners
You’ve worked hard to build your business. When you’re thinking about what comes next, we can offer guidance at every stage of ownership.
- Business advisory services
- Concentrated wealth strategies
- Asset management
- Business exit strategies
- Risk management and insurance strategies1
Professional Talent
As a professional athlete or entertainer, you have opportunities most never will – and unique challenges that come with your success. We can access a network of professionals across multiple financial disciplines to provide specialized guidance.
- Advice and Planning
- Portfolio Management
- Strategic Lending*
- Tax Management Strategies
- Risk Management and Insurance Services1
- Charitable Gifting Strategies
1 Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
*Wells Fargo Private Bank (The Private Bank) Experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A., Member FDIC, provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. 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. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, 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 Bank products and services is limited to referral and relationship management services. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
*Wells Fargo Private Bank (The Private Bank) Experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A., Member FDIC, provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. 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. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, 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 Bank products and services is limited to referral and relationship management services. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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Your wealth can do more.
Schedule a meeting today.
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