Driven by Client Success
The financial futures of the Keystone Private Wealth Group’s clients are supported by the full strength of our 11-member team and 125 years of combined experience.
Multidisciplinary collaboration transforms business value into lasting family wealth
Keystone Private Wealth Group collaborates with a network of trusted financial professionals to coordinate and elevate every aspect of a client’s financial life.
We work alongside our clients’ other advisors, including:
- Accountants
- Estate attorneys
- Tax professionals
- Commercial bankers
- Investment bankers
- Business valuation experts
- Industry-specific professional peer groups
We collaborate to complement – not replace – existing relationships
We focus on the personal balance sheet implications of major financial decisions, helping ensure a family’s liquidity needs are met without disrupting their long-term investment strategies using:
- Pre-liquidity modeling
- Net-of-tax exit analysis
- Coordinated planning with outside professionals
- Post-exit investment strategy
- Multigenerational legacy planning
- Concierge cash management solutions
- Sophisticated lending strategies that help preserve long-term investment plans
Transactions and transitions we help facilitate
We work alongside clients and their advisors to support:
- Closely held business sales
- Minority recapitalizations
- Private equity transactions
- Founder liquidity planning
- Concentrated stock unwinds
Advanced planning strategies available through Wells Fargo resources
With access to deep institutional capabilities, we work in coordination with clients’ legal and tax counsel, incorporating:
- Qualified Small Business Stock Section 1202 optimization
- Grantor Retained Annuity Trusts
- Spousal Lifetime Access Trusts
- Dynasty trusts
- Charitable strategies, including:
- Donor advised funds
- Charitable remainder trusts
- Charitable lead trusts
What is a Private Wealth Financial Advisor?
Two of our advisors, Will David Coleman and Justin Webb, hold the title of Private Wealth Financial Advisor. Financial Advisors at Wells Fargo Advisors who hold this title specifically 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, they coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.
The Value of Working with a Private Wealth Financial Advisor
As a Wells Fargo Advisor client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Trust Services, and Insurance as well as various customized and more traditional lending products.
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