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Private Wealth Management and Institutional Consulting

We provide comprehensive investment solutions and strategies to high-net-worth families and institutions as we aim to build, manage, preserve, and transfer wealth.

What We Offer

Wealth Management

Comprehensive investment solutions and strategies for high-net-worth families. We advise clients on the growth, preservation, and transfer of wealth.

Institutional Consulting

Comprehensive consulting to institutions, corporations, corporate retirement plans, and tax-exempt organizations responsible for managing assets in a fiduciary capacity. 
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Mission

Reliable. Knowledgeable. Intentional.

Our primary mission is to provide comprehensive investment and wealth management advice to high-net-worth individuals and institutions. Whether you are hoping to accumulate assets, preserve capital, generate income, or transfer wealth, you can count on us to identify the opportunities that reflect your or your organization’s individuality.
Michael King

Michael King

    • Private Wealth Financial Advisor
    • Managing Director - Investments
    Nicholas Ravella

    Nicholas Ravella

    • C(k)P
    • Senior Vice President - Investment Officer
    • Senior Institutional Consultant
    Kevin Wolfendale

    Kevin Wolfendale

    • CFP
    • Associate Vice President - Investment Officer
    Joshua B. King

    Joshua B. King

      • Financial Consultant
      Renee Siesky

      Renee Siesky

        • Client Associate
        Victor Alonso

        Victor Alonso

          • Client Associate
          Fallon Kiefer

          Fallon Kiefer

            • Client Associate

            Private Wealth Management

            Complex challenges call for comprehensive solutions


            As a Private Wealth Financial Advisor (PWFA), Michael King and our team are equipped to work with high-net-worth clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company. 

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            Benefits of working with a PWFA: 

            • Ample time and energy devoted to discovering your needs and crafting the right solutions 
            • Access to resources and expertise from Wells Fargo
            • Collaboration with your other professional advisors (attorneys, accountants, trust administrators) 
            • Continual effort to evolve to keep pace with changing needs of people with significant wealth
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            What We Do 

            We work with a select group of highly successful individuals, institutions, companies, and executives with complex wealth management needs. The King Ravella Private Wealth Management Group is committed to a holistic approach to serving their needs. We work with Wells Fargo specialists to provide our clients with access to guidance across many aspects of wealth planning, such as:
            • Investments
            • Institutional consulting
            • Fiduciary services
            • Estate planning strategies
            • Can provide access to various products and services offered through Wells Fargo Bank

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            Institutional and Retirement Plan Services

            We specialize in working with corporate and institutional clients who require an expert advisor to assist them in fulfilling their fiduciary duties. Our expertise is recognized by Wells Fargo Advisors and allows us to serve clients as a 3(21) Investment Advisor* to our institutional clients. Click the categories below for more information on the services we offer.
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            We draw from the tools and resources of Wells Fargo Advisors, which enables us to work with our clients to develop and maintain an investment policy that reflects your institution’s mission.
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            Your optimal asset allocation is aimed at reflecting your institution’s risk profile, spending needs, and ability to capitalize on future economic trends. We utilize the proprietary work of the Wells Fargo Investment Institute (WFII), which helps us develop our capital market assumptions and provides strategic views on the economy and capital markets.

            *Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
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            Our team provides a diversification review designed to identify particular asset classes that we feel should be included in your plan’s list of investment options made available to participants based on your institution’s investment policy statement. After our review, we may recommend additional asset classes to complement the plan’s existing options.
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            We provide summary reports and statistical updates to your institution’s plan committee. This communication may include:
            • Participation level
            • Demographic reports
            • Review of goals and results of education policy statement
            • Updates on participant meetings
            • Regulatory updates
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            We have found that most research on investment managers is strictly quantitative. But we believe that the real value lies in the research on the qualitative issues. Our goal is to identify managers that are compatible with your needs and objectives, which means that we need more than the numbers. We aim to learn as much as we can about the person and if they will fit well with your institution’s culture and goals.
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            On a scheduled basis, a performance report is prepared that provides your investment committee with information needed to fulfill its fiduciary duty – to review investment performance relative to the objectives determined in the investment policy. We specially design our reports so that your committee can evaluate:
            • Investment performance
            • Investment policy compliance
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            Plan benchmarking reports help identify and compare specific plan design elements such as:
            • Plan features
            • Investment-related information
            • Participant behaviors
            • Plan oversight/plan-related fees with other plans in similar industries
            • Plan size and/or demographics
            Reports are prepared on an as-needed basis or as part of the overall review.
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            We can request retirement plan proposals from a group of recordkeeping platforms based on stated goals, objectives, and demographics of the plan and subsequently prepare a report to summarize their results. This summary report is designed to provide comparison of the features, benefits, available investment options, and fees of a specific record-keeper product that can be analyzed in comparison to the stated criteria. Searches and reviews may be performed on an as-needed basis for your fiduciary due diligence file or upon request to help you make informed decisions on a product solution. 
            *For the purpose of this publication, an Investment Advisor is a person as defined under ERISA section 3(21) who may: – Provide investment advice to participants or other fiduciaries in connection with plan assets. – Serve in an advisory capacity only (leaving final decisions to another fiduciary). “Advisory” fiduciaries are sometimes known as “limited scope” fiduciaries, or more commonly referred to as someone who provides investment recommendations. In either case, the employer still decides to accept or decline the recommendation provided by the hired investment advisor and is still a fiduciary. An agreement is typically executed between the employer and the 3(21) fiduciary.

            Wealth Management Approach

            The King Ravella Private Wealth Management Group is comprised of experienced advisors with unique skills sets, which when combined, empower our team to help ensure our clients achieve their goals. As a team, we offer the expertise and depth of experience of a Private Wealth Financial Advisor, who is supported by a Senior Institutional Consultant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Financial Consultant, and two Client Associates.

            We plan for and address the complexities of wealth management by drawing from vast resources, both within Wells Fargo Advisors and through Wells Fargo affiliates. Additionally, our team collaborates with our clients’ other professionals to help guide the implementation of a fully integrated plan.


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            Investment Planning Process

            The foundation for a long-term, trusted relationship between advisors and clients starts at the very beginning of the relationship. Led by a CERTIFIED FINANCIAL PLANNER™ professional, our team’s Envision® process is a good first step on your wealth management journey.

            Wells Fargo Advisors’ Envision process is a tried-and-true method used to identify, define, and achieve your goals. Combining goals-based advice with sophisticated statistical modeling, this unique process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals. 

            Ask us about what your Envision process could look like, or click here to learn more.

            * Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

            ** Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

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            What Makes Wells Fargo & Co. Strong

            Wells Fargo & Company is a nationwide, diversified, community-based financial services company with approximately $1.9 trillion in assets and a market value of about $161.8 billion in stocks.* 

            From its size and its strength to its incomparable lending capabilities, Wells Fargo supports our team in virtually every wealth management discipline. That’s how we’re able to provide you, our clients, with premier brokerage and asset management services, as well as access to lending, trust, and investment banking expertise through Wells Fargo affiliates. 

            *Data as of March 31, 2021. Value of stock based on sales, profits, assets, and market value as of March 31, 2021. 

            Strengthening Communities 

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            Ranked #1 for Communities & Environment in Banks1

            1 Americas Most Just Companies, Forbes, 2021
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            Ranked #1 Home loan servicer2 

            2 Inside Mortgage Finance, 4Q20
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            Top Companies for LGBT Employees3 and Military Friendly Employer4 

            3 DiversityInc., 2020
            4 Victory Media, 2021

            Wells Fargo Investment Institute

            Get your questions answered about all things investments from the Wells Fargo Investment Institute (WFII) series. 

            Learn More

            Insights

            Advice and guidance gathered in an easy-to-understand format from Wells Fargo Advisors and Wells Fargo Investment Institute. 

            Read the Latest

            Strategists

            Get timely advice from experts you can trust from across Wells Fargo & Company.

            Meet the Strategists

            Connect with Us

            Call or email us to get in touch. We look forward to speaking with you and exploring how we can be of service.

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            Pittsburgh Location

            Office Address:
            One Oxford Centre
            301 Grant St., Suite 3600
            Pittsburgh, PA 15219

            Local Phone:
            412.394.3125

            Fax:
            412.394.3166

            Email:
            kevin.wolfendale@wfadvisors.com 
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            Clarion Location

            Office Address:
            515 Main St.
            Clarion, PA 16214

            Local Phone:
            814.227.2662

            Fax:
            814.227.2875

            Email:
            renee.siesky@wfadvisors.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 (AR, CA, CO, DE, FL, IN, KY, LA, MD, MI, MS, NC, NM, NY, OH, PA, SC, TX, VA, WA, WV). 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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