Christensen - Wilson Private Wealth Management Group of Wells Fargo Advisors is focused on providing services and solutions to high net worth clients with a minimum of $2.5 million in investable assets.  Our clients receive the attention of a small and specialized team within the framework and financial strength of Wells Fargo Advisors and its vast resources. Our clients often have many moving pieces in their financial picture, and we feel that our process combined with our team's experience allows us to deliver simple yet sophisticated strategies. The turn-key strategies that we provide to our clients allow them to pursue the activities they enjoy while utilizing the guidance of an experienced team for their financial situation. Please contact us to learn how we can create a customized strategy to serve your specific needs. Below are a list of some of our services. 

Wills & Trusts*

At Christensen - Wilson Private Wealth Management Group of Wells Fargo Advisors we work closely with your existing CPAs and Attorneys to help you grow and preserve your current wealth. We help clients consider their legacy as we create plans of their investments. Whether you wish to pass on your inheritance to your heirs, donate to a charitable organization, or have other needs, we will work closely with your tax and legal advisors to help ensure the investment plans we create reflect those wishes. With over 50+ years of combined experience, our team has experience working with a broad array of tools and strategies to help define your future financial legacy.

Vast Resources and Solutions for your Needs

As your needs evolve, our team provides you with access to specialists in Wells Fargo Bank, N.A. that can offer products and services to help address your needs.



Wealth Planning*



Comprehensive Wealth Planning
Investment Planning
Estate, Wealth Transfer, and Philanthropic Strategies
Risk Management Planning
Business Owner Planning
Real Estate Planning
Executive Compensation Planning
State-Specific Tax Planning Strategies


Trust^1,2



Business Advisory Services
Estate Services
International Client Investment Services
Legacy Trust
Life Management Services
Oil, Gas, & Mineral Management
Philanthropic Services
Real Estate Asset Management
Special Needs Trust Services
Trust Services


Investments



Portfolio Asset Allocation Analysis and Implementation
Financial Advice and Investment Planning
Education and Retirement Planning
Alternative Investments


Insurance⁵



Life Insurance
Disability Insurance
Long-Term Care Insurance


Private Banking²



Deposit and Cash Management Services
Customized Lending Solutions
Real Estate Financing, including mortgages³ and Commercial Properties
Specialized Financing, including Art, Aircraft, and Life Insurance Premium Financing
Foreign Exchange Services⁴
Interest Rate Risk Management Strategies⁴

1 Wells Fargo Advisors is not a legal or tax advisor.

2 Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Wells Fargo Bank, N.A. is a bank affiliate if Wells Fargo & Company.

3 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.



4Wells Fargo & Company offers swaps, foreign exchange hedging products and foreign currency risk management solutions through Wells Fargo Bank, N.A., which is a swap dealer registered with the Commodity Futures Trading Commission (“CFTC”) and a member of the National Futures Association (“NFA”). Balances held offshore, including multi-currency accounts and foreign deposits, are not FDIC-insured, may lose value, and are not guaranteed. Foreign Exchange and Interest Rate Risk Management products are subject to customer qualification.

5Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

*Trust services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.