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Our Approach to Wealth Management

Our approach to wealth management is holistic, personalized, and collaborative.

We take the time to find a financial path that is tailored to you, your family, or your business while leveraging the diversity of skills on our team.

LIABILITY MANAGEMENT

INVESTMENTS

WEALTH AND RETIREMENT PLANNING

We work with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning such as:

LEGACY PLANNING

PHILANTHROPIC STRATEGIES

FAMILY DYNAMICS

Bank products and services are available through Wells Fargo Bank, N.A.

Financial Advisor meeting with clients

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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We work with a select group of clients in order to help ensure the time and attention necessary to serve their needs and to provide solutions that are tailored to meet their needs.

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As a Wells Fargo Advisor client, you have access to Wells Fargo affiliate products and services such as insurance as well as various customized and more traditional lending products.

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We coordinate with our clients’ other professional advisors (attorneys, accountants, and trust professionals) as part of their wealth plan.

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We are committed to continually evolving our skills and knowledge to meet the needs of high-net-worth investors.

After many years helping high-net-worth clients achieve their financial objectives, we understand how families’ and businesses’ financial needs have become increasingly complex. Our experience has shown the multiple layers of wealth management can often exceed the capacity and expertise of a single financial advisor. That’s why we embrace the value of a team approach to address every family’s unique circumstances.


Find Your Path to Success


Our comprehensive planning-based process is designed to help you identify, define, and achieve your goals. This comprehensive process is both effective and easy-to-understand, and it puts you on your personalized path to pursuing those important life goals. Your priorities are always at the forefront of our planning process, guiding the path to your desired destination.

After we understand your circumstances and goals, we help you develop an integrated, long-term wealth strategy that addresses multiple aspects of your life. We help you identify and prepare for potential blind spots while addressing the full spectrum of your wealth management challenges.

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Investment Planning

A well-designed plan should reflect your long-term goals and comfort level with risk and will serve as the foundation of our ongoing relationship.

Managing a Family Business

If you’re a business owner who is growing a business, transitioning operations, or selling your business, we can work with you to evaluate your business needs.

Defining Your Legacy

We are dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs.

Preparing the Next Generation

Our multi-generational investment planning approach allows us to build relationships with your family. When you are ready to have family members meet with us, we take the vitally important first step of starting a dialogue that allows you to begin to share the critical insights and information that you’re prepared to share about your investment plan.

Coordinating Your Estate & Succession Planning Strategies

Based on deep conversations and gaining an in-depth understanding of your needs, wishes, and challenges, we can help to ensure your plans are structured to help you realize your most important goals for the future of your family, your business, and more.

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.

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