That means more than just returns. It means financial confidence driven by a transparent process backed by decades of financial science and experience. We take a multi-generational approach when crafting strategies and work with your tax and legal advisors to help ensure that short-term, long-term, and legacy need are addressed, planned for, and adjusted as needed.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.
The Kinnear Private Wealth Management Group of Wells Fargo Advisors serves clients with highly complex and demanding wealth management needs. By leveraging our extensive network and Wells Fargo’s Private Bank, we are able to provide our clients with access to a team of professionals who can provide a full range of wealth management solutions that includes:
Depending on individual client needs, these Wells Fargo Bank Specialists can also provide access to specialized wealth services:
Wells Fargo Private provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Member FDIC. NMSLR ID 399801
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
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 Bank products and services is limited to referral and relationship management services.
We honor our client relationships. When you work with us, you have a team who takes the time to listen and understand your needs, helps you clarify your goals, and identify your true priorities and values. We help you stay on track to meet your goals while fostering meaningful relationships with you and those in your life.