What is a Private Wealth Financial Advisor (PWFA)?

As a Private Wealth Financial Advisor, I work with a select group of clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, I coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

Complex wealth management challenges require elevated services and capabilities

I am committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. I also work with Wells Fargo Private Bank specialists to provide you with access to guidance across many aspects of wealth planning, such as:

  •  Legacy planning

  •  Lending needs

  •  Investments

  •  Philanthropic strategies

  •  Wealth and retirement planning

  •  Family dynamics

  •  Fiduciary services


This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.


An advisor with a depth of resources you can depend on

Along with specialists from Wells Fargo affiliates, I will happily engage in an ongoing dialogue with you and your other advisors to help make sure you remain on track for your goals.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

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Our Philosophy

Open and regular conversations help keep your investments on track and hold me accountable.

How can I help you?

Backed by the expertise and resources to help you create, plan, and achieve your long-term financial goals, I look forward to getting to know you, your family, and what matters most to you.


1201 Pacific Avenue
11th Floor
Tacoma, WA 98402

253.593.5253  

warrenk@wellsfargo.com

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 (AL, AZ, CA, FL, NV, OR, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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.

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