Paffendorf Wealth Management Group of Wells Fargo Advisors

Our Clients

Paffendorf Wealth Management Group of Wells Fargo Advisors, specializes in managing the wealth of professionals and executives across both public and private sectors. We also cater to those in venture capital (VC) and private equity-backed firms, especially during significant events such as sales or initial public offerings (IPOs).

Our bespoke services extend to private foundations, family offices, and families involved in real estate, health care, technology, and related industries, offering you the distinction of being part of an exclusive clientele. 

We understand that professionals and executives seek advisors who excel in navigating complex financial landscapes. Our approach addresses immediate concerns while maintaining a comprehensive perspective on wealth management.

At Paffendorf Wealth Management Group, we are resolute in our commitment to our clients' interests. Our independence ensures that we provide impartial advice, consistently prioritizing your needs and safeguarding your financial well-being.

Recognizing the preference of professionals and executives for customized advice over generic solutions, we invest time in understanding your unique situation to deliver tailored strategies that help meet your specific needs.

Integrity underpins every professional relationship, particularly in wealth management. Our commitment to ethical practices and well-informed decision-making ensures that your financial management is principled and practical.

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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 (CA, ID, MT, NV). 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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