About Us
Sharaf Private Wealth Management Group of Wells Fargo Advisors specializes in comprehensive wealth
management solutions. Our team adheres to a strict code of ethics and integrity with every decision that
we make. Trust, loyalty, professionalism and accountability are paramount to building long-term
relationships with our clients. Our clients include business executives of private and public companies,
retirees and entrepreneurs.
Our team will collaborate with your CPA and attorney as a synergistic approach to helping attain your
goals. Our areas of expertise include wealth planning, retirement planning, estate & legacy strategies,
fully customizable investment strategies, insurance solutions, company retirement plans, and providing
access to lending through Wells Fargo Bank affiliates. We have extensive resources to advise you in all
aspects of your financial life.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company
and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors does not provide legal or
tax advice.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and
services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors
of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to
the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred
accounts.
management solutions. Our team adheres to a strict code of ethics and integrity with every decision that
we make. Trust, loyalty, professionalism and accountability are paramount to building long-term
relationships with our clients. Our clients include business executives of private and public companies,
retirees and entrepreneurs.
Our team will collaborate with your CPA and attorney as a synergistic approach to helping attain your
goals. Our areas of expertise include wealth planning, retirement planning, estate & legacy strategies,
fully customizable investment strategies, insurance solutions, company retirement plans, and providing
access to lending through Wells Fargo Bank affiliates. We have extensive resources to advise you in all
aspects of your financial life.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company
and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors does not provide legal or
tax advice.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and
services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors
of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to
the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred
accounts.
Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.