Comprehensive Services
Rather than relying on a single perspective, clients of the Keystone Private Wealth Group are supported by a multi-disciplinary brain trust. Through our access to the vast resources of Wells Fargo affiliates, we help bridge the gap between a founder’s business and personal balance sheets. We act as a central conduit to provide the services listed below.
Estate Planning Strategies
- Estate and business succession planning
- Access to trust services
- Charitable giving strategies
- Financial literacy for families
- Wealth transfer strategies
Business Transition Planning
- Review of current enterprise
- Enterprise financial forecasting
- Valuation analysis
- Ownership transition alternative analysis
- Transition transaction strategy and modeling
- Alignment of business value with family’s long-term estate planning strategies and legacy goals
Investment Management
- Asset allocation guidance
- Market and economic commentary and interpretation
- Investment search and selection
- Research-driven portfolio development and construction
- Professional portfolio management
Lending & Custom Credit Solutions
- Securities-based financing
- Residential mortgages
- Business financing
- Business lines of credit
- Merchant services for day-to-day operations
- Unsecured loans
- Commercial real estate financing
- Aircraft financing
- Fine art loans
Risk Management
- Asset preservation
- Debt management
- Income replacement
- Life, disability and long-term care insurance
Executive Services
- Concentrated stock monetization and hedging strategies
- SEC Rule 10b5-1 plans
- Defined benefit plans (through Wells Fargo Bank)
- Options strategies
- Executive compensation planning
Advisory services are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. Please review the Wells Fargo Advisors advisory disclosure document for a full description of services. The minimum account for these programs is $100,000 to $250,000.
Wells Fargo Advisors does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS ID 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 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 090005). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage lender (license number MC2214) in Massachusetts.
Wells Fargo Advisors does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS ID 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 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 090005). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage lender (license number MC2214) in Massachusetts.
