North Main Private Wealth Management

What is a Private Wealth Financial Advisor?

Complex wealth management challenges require elevated services and capabilities

We work with sophisticated clients with highly complex and demanding wealth management needs. 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 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
  • Fiduciary services


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.




The Value of Working With a Private Wealth Advisor

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.

We leverage access to resources and knowledge on behalf of our clients from across Wells Fargo Bank, including wealth planners, fiduciary advisory specialists, investment strategists, and more.

We coordinate with our clients’ other professional advisors — such as attorneys, accountants, and trust administrators — to help ensure our wealth plan is cohesive and addresses the many facets of a client’s financial life.

We’re committed to continually evolving our skills and knowledge to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors.

We take a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy needs are addressed, planned for, and adjusted as needed.

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 (AR, AZ, CA, CO, FL, GA, ID, IL, IN, MA, MI, MO, MT, NC, NJ, NV, NY, OR, PA, SC, SD, TN, TX, VA, WA, WY). 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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