One Team. A Broader View of Your Wealth.
At One Lafayette Wealth Management Group of Wells Fargo Advisors, we serve successful families, corporate executives, law firm partners and senior attorneys, and business owners with sophisticated wealth planning and bespoke portfolio management.
We offer a family office approach for clients with complex wealth, bringing together investments, planning, access to banking and lending solutions through Wells Fargo Bank, N.A.1, cash management, trusts, and tax coordination — all within the strength and scale of Wells Fargo Advisors and affiliates. Our multigenerational team can help you steward your wealth today while preparing the next generation for tomorrow.
We offer a family office approach for clients with complex wealth, bringing together investments, planning, access to banking and lending solutions through Wells Fargo Bank, N.A.1, cash management, trusts, and tax coordination — all within the strength and scale of Wells Fargo Advisors and affiliates. Our multigenerational team can help you steward your wealth today while preparing the next generation for tomorrow.
1 Services offered through Wells Fargo Bank, N.A. and affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors does not provide legal or tax advice.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Distinctive Capabilities. One Coordinated Experience.
Our integrated, team-based model is designed to align your wealth with your goals—today and across generations.
Wealth Integration
A coordinated approach that blends investments, planning, access to banking solutions*, and estate strategies—delivered with the resources of a top-tier financial institution.
Bespoke Investment Solutions
Institutional-level insight with customized portfolios across public markets, alternatives**, and tactical strategies—built to adapt as markets and lives change.
High-Touch Service
A cohesive team that knows you and your family, prioritizing proactive communication and seamless collaboration with your other trusted advisors.
*Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
**Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.
Family Office Feel. Private Wealth Management Capabilities.
We function like a family office within Wells Fargo Advisors—leveraging the technology, research, and access specialists available through Wells Fargo & Company. Additionally, we execute corporate executive services with a focus on restricted securities and specialized transactions for key principals of private equity firms and corporations.
Greenwich, CT Office
1 Lafayette Pl.
Greenwich, CT 06830
203-900-3565
christopher.bardwell@wellsfargo.com
Palm Beach, FL Office
255 S. County Road, Ste 100
Palm Beach, FL 33480
561-820-1136
chris.jewell@wellsfargo.com