Graft, Blake, & Kien Private Wealth Management Group of Wells Fargo Advisors

Who we serve

We’re proud to have established long-term relationships with all our clients – often spanning multiple generations – by leveraging our experience and education to help solve complex challenges and build plans best suited to each client. While we work with many different individuals, we often work with the following client groups:

Pre-retirees

We understand that careful retirement planning is crucial while you work to preserve your wealth and maintain your lifestyle. After helping you identify your retirement plan goals, we will assist in estimating how much you need to save to retire comfortably and help you develop a plan. We can present options for 401(k) plans, IRAs, and more. 

High-net-worth individuals

We work with high-net-worth individuals to provide comprehensive wealth management solutions. Whether you are looking to grow or manage your wealth, we will customize our suite of financial services to create a plan which fits your financial goals. We also advise clients and their families to provide financial literacy and maintain wealth for future generations.

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, CO, DC, DE, FL, ID, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA). 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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