The Bordwell and Marks Private Wealth Management Group
Aaron Marks and Bryce Bordwell are located in the Pacific South division of Wells Fargo Advisors. Between the two of them they have over 30 years of experience working with highly sophisticated family offices, Ultra-High-Net-Worth individuals, entrepreneurs, athletes and institutions. Having worked with clients who are just stepping into great wealth via a liquidity event or have a family office that manages their affairs, they are comfortable finding ways they can be of value. They are trusted advisors to some of the wealthiest families and largest privately-held company owners in the region. They currently oversee relationships totaling billions in assets under management and debt finance for both corporate and personal ventures. They have worked extensively on transactions across all asset classes including private equity, hedge funds and real assets. They have experience with various financing needs, including mortgages, lines of credit, life insurance premium finance, financing private jets and commercial real estate.