Nicholas Palmieri

Senior Vice President - Investments, Senior Financial Advisor

What We Do

OUR APPROACH TO A CUSTOMIZED SOLUTION

Using a 5-step approach, we take the time to understand what is truly important to your family, develop a holistic plan, and implement the customized set of services to help meet your needs, striving to act as the nucleus of your family office.

  • Evaluate
    • Evaluate your family’s needs from a holistic perspective.
  • Identify
    • Identify opportunities to optimize your overall wealth plan, including ways to support your family through all aspects of navigating a legacy of wealth
  • Design
    • Design your custom set of services and any additional strategies that focus on what matters to your family
  • Implement
    • Put your custom plan into action, ensuring a cohesive and connected team that is working as an efficient unit on your behalf
  • Review
    • Review your plan and its performance so your family can grow with you as your circumstances change.

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 (AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, 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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