Why Do We Do What We Do?

We believe family-owned businesses are the backbone of America.

By serving family-owned businesses and helping them grow and prosper for many generations to come, we feel that we are able to contribute to the greater community where we live and work.

This elevated level of service is designed to support each client’s full financial picture to help them preserve and grow their wealth across generations.

What is a Private Wealth Financial Advisor?

A Private Wealth Financial Advisor from Wells Fargo Advisors is committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions.

They work closely with Wells Fargo Private Bank to provide their clients with access to specialists who can provide guidance across many aspects of wealth planning, wealth transfer, lending products and services, investment management, philanthropy, family dynamics, and fiduciary services.

This elevated level of service is designed to support each client’s full financial picture to help them preserve and grow their wealth across generations.

What is a Family Office Approach?

Providing advice and services for families under a comprehensive wealth management plan is often far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines to provide the scale of planning, advice and resources needed.

Like a family office, beyond basic financial services, our team can provide access to Wells Fargo affiliate products and services such as wealth planning, private banking, and trust and fiduciary services, as well as deposit, credit, and customized products and services.

What is the Value of a Family Office Approach?

_{*Wells Fargo Advisors does not endorse these referrals and therefore gives no assurances as to the quality of their services.}

_{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.}