Complex wealth management challenges require elevated services and capabilities. We work with a limited number of clients with comprehensive wealth needs to help ensure (a) time and availability to serve the client in the way they deserve, and (b) solutions are tailored to meet the needs of those with significant wealth.


Our experience has shown the myriad ways to manage significant wealth can exceed the knowledge base of one financial advisor. That’s why we embrace the value of a team approach to address every client’s unique challenges and opportunities.

 
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 work with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning, such as: legacy planning, lending needs, investment management, philanthropic strategies, wealth and retirement planning, family dynamics, and fiduciary services. Additionally, we collaborate with our clients’ other professionals to help guide the implementation of a fully integrated plan.


We help by bringing families together around shared values and vision. Significant wealth can introduce complex, multi-generational issues for our clients. Our team helps you clearly state both short-term and long-term goals for your wealth. This can benefit spouses, business partners, and heirs by recognizing and adopting your wishes for the future. It also helps you both consider and integrate your values into your plans. We can also help with financial literacy and wealth education for the next generation to ensure your family understands the importance of being a good steward of the family’s wealth. And most importantly, we’ll work side-by-side with you through any life changes or major events that require a rethinking of the plans we put into place.


We are committed to a comprehensive, personal approach to serving high-net-worth individuals, families, foundations, and institutions. This elevated level of service is designed to support each client’s full financial picture to help them preserve and grow their wealth across generations.


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 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.