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 is not a legal or tax advisor.

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.