Special Resources for Families with Exceptional Requirements


Because significant wealth requires a distinctively elevated level of service and specialized experience, our practice believes in building lasting relationships with a limited number of clients. The Rosati Group is equipped to help strategically manage the intricacies of multigenerational wealth transfer, family ownership structures, philanthropy management, complex tax reporting, succession planning and family governance. Our clients have access to professionals who have extensive experience addressing both the financial issues and personal dynamics of ultra-high-net-worth families.

About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Backed by the World-Class Capabilities of Wells Fargo Advisors

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Wells Fargo Advisors is one of the nation’s premier wealth management firms, known and respected for the responsible stewardship of its clients' assets. With roots dating back to 1879, it grew through mergers with some of the most respected regional and national financial companies. A non-bank affiliate of Wells Fargo & Company, Wells Fargo Advisors prides itself on exceptional service based on trust and knowledge, and for a corporate culture that puts client needs above all else.
The Rosati Group

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 (AK, AL, AZ, CA, CO, CT, FL, KY, MA, MD, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, WI, 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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