A well-designed investment plan should reflect your long-term goals and comfort level with risk. Your plan will serve as the foundation of our ongoing relationship. 
If you’re a business owner who is growing a business or selling your operation, we can introduce you to specialists at Wells Fargo Private Bank who can explore the wide scope of options available for transitioning your business. 


Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
We are dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs. We understand the existing dynamics of client family relationships, and can help ensure your heirs are prepared to knowledgeably receive and manage assets. 
Our multi-generational investment planning approach allows us to build relationships with your family. When you are ready to have family members meet with us, we take the vitally important first step of starting a dialog that lets you begin to share the critical insights and information that you are prepared to share about your investment plan. 
Estate and business succession planning are broad and complex subjects. Unfortunately, many books and articles on this topic immediately launch into a theoretical discussion of tax and legal strategies without any consideration of what you want to accomplish. We recommend that you “begin at the beginning” and have a conversation with us to identify and prioritize your personal and business goals.

Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.