Helping navigate significant wealth

What is a Private Wealth Professional?

We work with sophisticated clients with highly complex and demanding wealth management needs, and wealth management challenges of this nature often require elevated services and capabilities. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

We are committed to a comprehensive, personal approach to serving high-net-worth individuals, families, foundations, and institutions. We work with Wells Fargo Private Bank specialists to provide our clients with access to guidance across many aspects of wealth planning, such as:

• Legacy planning
• Lending needs
• Investment management
• Wealth and retirement planning
• Family dynamics
• Fiduciary services

What matters most to you?

This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.

• “I’d like to ensure the long-term success of my business after I sell it or retire.”
• I would like my vision for the use of my wealth to continue after I am gone.”
• “I want to help my family be good, thoughtful stewards of our wealth.”
• “I should be spending more time on my passions.”
• “The people and causes I care about most could use more of my help.”