Private Clients

Providing a Wide Array of Advisory Programs & Services

Managing a complex investment portfolio can be challenging, and the sophisticated investing strategies that are often necessary for large portfolios demand skill, time and knowledge of how changes in the markets and economy affect each of your investments.


We offer access to a variety of advisory services and programs that can let you take advantage of the expertise of professional money managers and free you from the time-consuming, day-to-day monitoring and decision-making your portfolio requires.

Different Levels of Advisory Services & Programs to Match Your Unique Needs

The level of involvement you want to have in your investments helps determine which advisory programs and services are best suited for your needs. The types of advisory services we offer include:

  • Mutual fund advisory programs
  • Separately managed accounts
  • Client-directed investment advisory programs
Advisory programs are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services.


Giving You Access to a Wide Range of Investments

Part of the investment planning process is selecting investments that fit within your asset allocation strategy and work together to help you accomplish your investment goals. And because your goals and needs may be different from other investors, we're dedicated to providing access to the widest array of investment products to help you meet them.


Offering Fixed-Income, Equity & Alternative Investment Products

Whether you're looking for fixed-income investments, equity investments or alternative investments, we can help you find the investment products that are most appropriate for your situation, financial goals, investment time frame and risk tolerance:
Harbour Bridge Wealth Management

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 (AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX