Striving to empower you with our private wealth planning process

Private Wealth Management is built on relationships. Through an ongoing dialogue, we provide a wide range of customized wealth management solutions for all your complex financial needs. We collaborate and keep you engaged throughout the process to account for moving through life’s milestones.


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Step 1

We Talk

We always start by learning about you and your family, your needs, and your goals. We learn more about your objectives, risk tolerance, financial concerns, and time horizon so we can develop a roadmap that starts working toward your goals.
Step 2

We Plan

Drawing on our years of knowledge, experience, and the extensive resources available throughout Wells Fargo Advisors, we create a plan that addresses the five cornerstones of wealth planning: Cash Flow, Debt Analysis, Investment Planning, Risk Management, and Legacy & Estate Planning strategies.
Step 3

We Build

Once your financial foundation is in place, our work does not stop. We take a comprehensive view of your plan and continue to build on your financial foundation. Since wealth often results in added complexities for you and your family, we have dedicated planning professionals on our team, in addition to our Financial Advisors, who continue to deliver customized solutions that meet your needs.
Step 4

We Adjust

Life has a way of changing and often has unexpected twists and turns. Our personal approach, communication, and high level of client service means we are here for you and can talk through any necessary adjustments to your strategy.
Kraft & Mallory Private Wealth Group of Wells Fargo Advisors

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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NE, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, WI, 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.

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