The McCarthy Private Wealth Group of Wells Fargo Advisors

Backed by the strength of Wells Fargo & Company

As Private Wealth Financial Advisors, we deliver a wealth management experience with a focus on you and your values.

To serve all the needs of our clients, beyond just basic financial services, our team leverages the size, strength, and vast resources of Wells Fargo & Company’s full range of products and services, such as wealth planning, private banking, trust and fiduciary services, and insurance, as well as various customized and more traditional lending products.


Wells Fargo & Company community commitment

• Approximately $455 million donated by Wells Fargo Foundation to unlock economic opportunity for people and communities in 20191
• Employees volunteered 1.9 million hours in 20191
• $1 billion committed to address the U.S. housing affordability crisis through 20251
• Ranked as Most Generous Cash Donor in the United States2
• Ranked #2 Top Company for Philanthropy3
• Ranked #1 for Communities & Environment in Banks4
• Received ‘Outstanding’ Community Reinvestment Act Rating5
 
1 Wells Fargo & Company data, 2020
2 2020, Civic 50
3 2020, DiversityInc.
4 2021, America’s Most Just Companies, Forbes
5 2020, Office of the Comptroller of the Currency

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 (AZ, CA, CO, CT, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA). 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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