At Patman Wealth Management Group of Wells Fargo Advisors, we are committed to being your trusted partner, providing access to a wealth of resources from a leading financial institution.
Our mission is to empower clients to confidently navigate the complexities of wealth, helping them achieve their goals and live the lives they envision.
We help clients achieve clarity around their finances by providing an extreme level of transparency, personalized holistic wealth planning, and total balance sheet management (we look at your entire situation). With a steadfast commitment to acting in your best interest, we strive to create tailored strategies that foster financial growth and security.
With our extensive experience and personalized approach, we strategically ask questions to uncover opportunities, deliver impactful recommendations, and thoughtfully implement our proposed solutions. By focusing on a select group of high-net-worth individuals, business owners, entrepreneurs, and executives, we act as a personal CFO and create a family office-like experience tailored to your financial journey.
As full-service, full-balance-sheet wealth managers, we strive to understand your unique needs and can effectively bring your plans to life.