The Charne & Levy Group of Wells Fargo Advisors concentrates on serving the financial and investment needs of wealthy families, business owners, and senior level executives by providing a comprehensive approach to wealth management.
Investment Management
Investment Management
Our investment approach includes risk-managed strategies including tax efficient investment management, wealth transfer techniques, corporate financing strategies, corporate retirement plan structuring, business exit strategies, and succession planning. Learn More
Our Team
Our Team
Working together, our team brings together a diverse set skills, backgrounds, and experiences to help you reach your financial goals and aspirations. Our unique backgrounds, insights and experiences help us create better outcomes for our clients. Learn More
Risk Management
Risk Management
No one can control the markets. However, what we can control is the exposure our clients have to the markets. Combining different asset classes within a portfolio can either help reduce risk through diversification or increase risk through weighted concentrations. We work with clients to determine an appropriate allocation based on their time horizon and risk tolerance. Learn More
Estate Planning Strategies
Estate Planning Strategies
Make sure your estate goes to the people and organizations you care about most. We make it a priority to help you create a plan to transfer your assets into a lasting legacy. Learn More
Comprehensive Planning
Comprehensive Planning
We work with you to create a plan that will help build and preserve your wealth. We draw on specialists throughout Wells Fargo & Company to provide tailored strategies that address your distinct priorities and objectives. Learn More
Sophisticated Resources
Sophisticated Resources
A myriad of resources is required to manage the wealth of successful individuals and families. That’s why we embrace the value of a team approach. We leverage access to resources and expertise on behalf of our clients from across our parent company, Wells Fargo & Company, including bankers, wealth planners, fiduciary advisory specialists, investment professionals, and more. Learn More
Client First Approach
Client First Approach
Our client first approach harnesses our years of business experience, investment knowledge, and wealth planning technologies while incorporating the deep resources of Wells Fargo Advisors. Learn More
Business Owners
Business Owners
As trusted financial advisors, we draw on our insights and experiences to provide thoughtful counsel, well-constructed portfolios, and creative solutions to business owners and entrepreneurs. Learn More
Senior Executives
Senior Executives
It can be difficult to manage personal wealth with much of your time and energy tied up in your company and leadership position. Our team can help guide your through a comprehensive wealth planning and risk management process especially tailored to C-Suite Executives. Learn More
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