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Affluent Families

We love building long-lasting, meaningful relationships with each individual and family member we serve. Using our trusted advice and guidance, we get to the heart of the questions and challenges that may be weighing on you. What is the best healthcare option for your family? When is the right time to put together a legacy plan? Do we need to review our family’s charitable giving strategies? How can we reduce the taxes we are paying on investment earnings?

And these questions only scratch the surface. However, by working closely with you and your loved ones, we can account for these concerns, create a plan and a portfolio that help address them, and align your wealth plan with your values.


As a veteran professional or C-suite executive, you’ve made a career for yourself in a company, having worked hard for years to increase your wealth. You’ve likely started a family and want to make sure they are protected, in addition to ensuring you’ll be able to provide for them as they continue to grow.

To meet these needs now and in the future, we can work with you to build a comprehensive investment plan and strategy, balance your competing priorities with one another, and establish a tax-efficient strategy for your retirement plan.

Business Owners

As an entrepreneur or business owner, you have likely built a business from the ground up and now have several employees that depend on you for their well-being. As profits have continued to rise, so has the complexity of managing the business. You want to make sure that your personal wealth is being managed effectively and that your company is continuing to grow.

Through our experience and connections to the firm’s many affiliates, we help business owners:
  • Diversify wealth outside of their business
  • Create a succession plan
  •  Improve the company’s retirement plan
Wells Fargo Private Bank offers 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.

Brokerage 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 separate non-bank affiliate 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 the Bank products and services is limited to referral and relationship management services.