The Knott Private Wealth Management Group

Contact Us

877.935.6688
Wells Fargo Advisors, 
1220 Environ Way, 
2nd Floor, 
Chapel Hill, NC  27517
Request Information
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

Investing in the post-pandemic landscape

Wells Fargo Investment Institute offers insights and strategies for investing in post-pandemic markets.

Get the Report

Transferring Wealth

There may come a time, soon, when you think of sharing your wealth with your family and your close friends, too. So, when is the right time to start to transfer your wealth? For who? And for what needs?

Transferring Wealth VideoTranscript

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 (AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY). 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.

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.

 © 2020 Wells Fargo Clearing Services, LLC. All rights reserved.