Paffendorf Wealth Management Group of Wells Fargo Advisors

Technology and Emerging Growth Companies Expecting a Sale or IPO

At Paffendorf Wealth Management of Wells Fargo Advisors, we understand the substantial impact a private company sale or initial public offering (IPO) can have on critical employees receiving equity compensation grants. We focus on delivering customized wealth management solutions catering to the cash-flow needs arising during transitional events.

J. Greg Paffendorf Sr. offers insights into liquidity planning, exercise strategies, advanced wealth transfers, and estate planning strategies with specialized techniques to help you accomplish your pre-sale or pre-IPO wealth management goals. We take a comprehensive approach to wealth management, aiming to assist you at every step, empowering you to navigate financial strategies to achieve your goals and objectives confidently. 

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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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