FWH Portfolio Management


Our Private Investment Management portfolio managers Steve Frank and Martin Wilhelmy will tailor discretionary portfolios of individual securities to meet your investment objectives, and will always maintain reportable accountability.

Menu of Private Investment Management portfolios with the following objectives:

FWH Growth

FWH Global Growth

FWH Core Equity

FWH Global Moderate Growth

FWH Total Return Growth

FWH Global Balanced Growth

FWH Balanced Total Return

FWH Aggressive Income

FWH Balanced Income

FWH Conservative Income

FWH ETF Conservative Growth

FWH ETF Total Return Balanced

Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you. The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Steve Frank, CFP®

Senior Vice President – Investments



Martin Wilhelmy

Senior Vice President – Investments



*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following; length of service with the firm, completion of educational components, business production, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Wells Fargo Advisors is not a legal or tax advisor.