What is a Private Wealth Financial Advisor?
Our advisors are committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. They also work with Wells Fargo Private Bank specialists to provide you with access to guidance across many aspects of wealth planning, such as:
Complex wealth management challenges require elevated services and capabilities
• Legacy planning
• Lending needs
• Philanthropic strategies
• Wealth and retirement planning
• Family dynamics
• Fiduciary services
This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.
Advisors with a depth of resources you can depend onAlong with specialists from Wells Fargo affiliates, we will happily engage in an ongoing dialogue with you and your other advisors to help make sure you remain on track for your goals.