Get to Know Us
We are delighted to introduce ourselves as The Coe Private Wealth Group of Wells Fargo Advisors. Based in Pasadena, CA, our team of wealth management professionals is committed to helping you create a holistic plan to match your lifestyle and your dreams for the future. As fiduciaries, our advisory solutions are curated toward your best interests.
Most of our clients are high performers in their personal or professional lives. We work with college professors, rocket scientists, medical professionals, multigenerational families, retirees, and successful business owners. We aim to meet even the most complex needs with a plan that matches your lifestyle. Through sophisticated wealth management strategies and boutique solutions, we help you achieve your goals – not only for your wealth – but for your life.
> How we work with you
At some of the most momentous points of your life, your wealth should be there to support you, not be a hindrance. We work with you through these moments and plan ahead so that your wealth can serve as a source of stability. Here’s how we most often work with clients:
 Fiduciary duty represents the highest degree of trust and confidence that an investment advisor will act in your best interest. See how this comes to life through our advisory solutions. > Learn more |
 During emotional moments, especially those involving the loss of your spouse, you can rely on us to guide you through financial matters with care and empathy. > Learn more |
 Professional athletes and movie industry professionals have specialized needs for their wealth management. Take a look at how we can help. > Learn more |