For decades, we have served the wealth planning and investment management needs of high-net-worth individuals, multigeneration families and charitable organizations. We work to simplify your financial life so you can focus your time on the things that truly matter.
Wealth Planning
We plan your investments around your life and your family members. Life events happen and things can change rapidly, so our process starts with communication and centers around partnership and collaboration.
Portfolio Management
Investments need constant attention and thoughtful handling. As PIM® Portfolio Managers, we take a custom approach and build portfolios tapping our decades of experience and access to wide range of investment opportunities.
Retirement & Income Planning
No matter when you’d like to retire, planning for it starts now. Our team has the tools, technology and expertise to develop a retirement income strategy to give you and your family the confidence that your income sources will enable you to live the lifestyle you envision.
Next Gen & Legacy Planning
We tailor personalized plans by delving into your unique goals and family aspirations. We address specific concerns like tax reduction, wealth transfer, asset preservation, family dynamics and charitable planning.
Risk Management and Insurance Planning
We can help protect your family and your loved ones by reviewing existing insurance policies and helping you find the most appropriate solutions for your situation.
Private Banking*
Based on your specific goals - from managing liquidity to leveraging your existing assets – your banking experience can be elevated with personalized guidance, exclusive cash management solutions, custom credit, and specialty financing offered through Wells Fargo Bank, N.A.
Custom Lending*
When traditional lending products and services are not flexible enough to address the complexity of your situation, we can access custom lending specialists who can provide specialized financing.
Trust Services*
Protecting your loved ones, ensuring they are taken care of and addressing important needs can be daunting. Trust specialists can provide extra support by crafting plans that help simplify administration, strengthen family harmony, minimize taxes, ease wealth transfer and maintain your family vision.
Philanthropic Services*
Create a lasting legacy by helping the causes or organizations you are passionate about. We help your wealth make a measurable impact and work to meet your philanthropic objectives.
Wealth Strategists*
Curated specialized guidance and resources will work together to understand you, your family, and your unique circumstances. Our team will allocate the time and attention needed to deliver a custom plan to support each aspect of your vision.
Executive Planning
Strategic planning is essential for executives to maximize their compensation and benefits packages. We collaborate with you to navigate your intricate financial scenarios, allowing you to lead with confidence and focus.
Business Advisory*
Using a consultative approach, our team can address topics such as planning for a sale of a business, preparing rising generations for leadership, governance processes, and conflict resolution, and more.
Alternative Investments
Based on your unique situation and investment goals, we can help diversify your portfolio with alternative investments including option strategies, private equity and debt, and hedge funds.
*Offered through Wells Fargo Bank, N.A. 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.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. They are complex investment vehicles which generally have high costs and substantial risks. The high expenses often associated with these investments must be offset by trading profits and other income. They tend to be more volatile than other types of investments and present an increased risk of investment loss. There may also be a lack of transparency as to the underlying assets. Other risks may apply as well, depending on the specific investment product.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. They are complex investment vehicles which generally have high costs and substantial risks. The high expenses often associated with these investments must be offset by trading profits and other income. They tend to be more volatile than other types of investments and present an increased risk of investment loss. There may also be a lack of transparency as to the underlying assets. Other risks may apply as well, depending on the specific investment product.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.