“As a Private Wealth Financial Advisor with Wells Fargo Advisors, I am committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. I provide my clients with guidance across many aspects of wealth planning, wealth transfer, investments, philanthropy, wealth and retirement planning, family dynamics, and fiduciary services. In addition I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.”
~ Susan O. Brown, CRPC, Managing Director – Investments
This elevated level of service is designed to support each of our client’s full financial picture to help them preserve and grow their wealth across generations.
A Team Dedicated to You
1. We take a global view of how all aspects of your life intersect2. We leverage a team-based approach
3. We connect you with the right professionals
4. We act like your personal family office relationship manager