Corey Aschenbach, CRPS

Private Wealth Financial Advisor, Managing Director - Investments

What is a Private Wealth Financial Advisor?

As a Private Wealth Financial Advisor at Wells Fargo Advisors, I focus on an exclusive group of clients. Private Wealth Financial Advisors must commit the time and availability needed to serve their clients the way they deserve, and ensure solutions are tailored to meet the complex needs of those with significant wealth. This elevated level of service is designed to support each client’s full financial picture to help them preserve and grow their wealth across generations.

Among my other accomplishments, I am also proud to hold the Chartered Retirement Plans SpecialistSM (CRPS®) designation. This designation enables financial advisors and other professionals to demonstrate their expertise in administering retirement plans for businesses and wholesale clients.

A holistic approach to Wealth Management

Effectively managing significant wealth necessitates more than traditional, off-the-shelf services. It requires specialized experience, deep industry knowledge, and well-crafted, precise solutions.

Our team is committed to a comprehensive, personal approach to serving high-net worth individuals, families, foundations, and institutions. We work with specialists across Wells Fargo Bank to provide our clients with access to guidance across many aspects of wealth management* such as:

• Legacy planning
• Lending needs**
• Investment management
• Philanthropic strategies
• Wealth and retirement planning
• Family dynamics

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A team you can depend on

• We act as your personal Family Office CFO
• We take a global view of how all aspects of your life intersect
• We leverage a team-based approach
• We connect you with the right professionals

Our team can work with you and your trusted advisors to help make sure you’re on track for your goals.


* Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
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**Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, MD, MI, NC, NV, OR, SC, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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