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.

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.

King Ravella Private Wealth Management Group named as one of 2024 Forbes’ Best-in State Wealth Management Teams

St. Louis, MO – January 9, 2024

King Ravella Private Wealth Management Group of Wells Fargo Advisors of Pittsburgh, PA has been recognized on the 2024 Forbes’ Best-in State Wealth Management Teams list by SHOOK Research, LLC.

This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed.

“It’s an honor to be recognized by SHOOK Research, LLC. as one of the 2024 Forbes’ Best-in State Wealth Management Teams” said Michael King of the King Ravella Group. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”

Michael King, Managing Director – Investments, has more than 41 years of experience in the financial services industry. He is a graduate of Allegheny College and earned a Bachelor of Science in Economics from Allegheny College’s School of Social Sciences.

Nick Ravella, Senior Vice President – Investment Officer, has more than 15 years of experience in the financial services industry. He is a graduate of John Carroll University (BA) and Duquesne University (MBA) and has earned the Senior Institutional Consultant designation from Wells Fargo Advisors.

Kevin Wolfendale, Associate Vice President – Investments, has more than 13 years of experience in the financial services industry. He is a graduate of The University of Pittsburgh and earned a Bachelor of Science in Finance from the University of Pittsburgh’s School of Business.

Josh King, Financial Consultant, has more than 7 years of experience in the financial services industry. He is a graduate of Liberty University and earned a Bachelor of Science in Business Administration– Financial Planning from Liberty University’s School of Business.

The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Michael King

Private Wealth Financial Advisor
Managing Director - Investments

Nicholas Ravella

C(k)P

Senior Vice President - Investments
Senior Institutional Consultant

Kevin Wolfendale

Associate Vice President - Investments

Joshua B. King

Financial Consultant

Fallon Kiefer

Client Associate

Renee Siesky

Client Associate

Melissa Perry

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.

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
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 your meet your financial goals.
Continual effort to evolve to keep pace with changing needs of people with significant wealth

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
Wells Fargo Bank, N.A. offers various advisory and fidcuiary products and services including discrtionary 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 day-to-day management of the account and for providing investment advice, investment wealth management services and wealth management services to clients. The role of the Financial Advisor with repsect to the bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Client without a relationship with Wells Fargo Bank, N.A.

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.

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.

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.}

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.

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

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.

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

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.

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 of Wells Fargo Advisors 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 three 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.

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.

* Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

*Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. 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. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, 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 Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Wells Fargo Private Bank experience.

** 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.

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.}

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.

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

Clarion Location

Office Address:
515 Main St.
Clarion, PA 16214

Local Phone:
814.227.2662

Fax:
814.227.2875

Email:
renee.siesky@wfadvisors.com