Leveraging Resources Across Wells Fargo & Company
Products and Services Available ThroughWells Fargo Private Bank
The Harris Financial Strategies Group is committed to providing personalized, goal-based planning and investment services for individual investors, affluent families, and business owners.
At Wells Fargo Advisors, we have assembled a team of highly qualified professionals with complementary skill sets to help clients address goals such as preserving wealth, growing assets and tax-efficient investing strategies. We are supported by one of the nation’s leading financial services firms because we understand the complexities of life exceed the capabilities of one financial advisor alone.
Whatever your objective – preserving wealth, growing wealth, or transferring wealth – we are poised to support you on your course toward your desired financial future. And because your needs are complex, we will leverage the resources from across Wells Fargo & Company to help you pursue your goals, including the resources available through Wells Fargo Private Bank.
|Through Wells Fargo Private Bank, we can provide you with access to specialists who can offer a full range of wealth management solutions to help address your complex financial and wealth planning situations including:
- Wealth Planning
- Private Banking
- Trust and Fiduciary Services
- Fiduciary Investment Management
*Financial Advisors are employees of Wells Fargo Advisors. All other mentioned roles are employed by Wells Fargo Bank, N.A., the banking affiliate of Wells Fargo & Company.
|When appropriate, these Wells Fargo Bank Specialists can also provide access to specialized wealth services including:
- Business Advisory Services
- Estate Services
- Legacy Trust-Oil, Gas & Mineral Management
- Philanthropic Services
- Real Estate Asset Management
- Special Needs Trust Services