Simplifying the

Complexities of

Substantial Wealth

The Schietinger Private Wealth Group of Wells Fargo Advisors provides Ultra High Net Worth (UHNW) wealth management and institutional consulting services with an elevated standard of care. The team understands that successful multigenerational families and nonprofit endowment boards share many of the same needs. Beyond growing and preserving the assets, both want to help ensure their legacy plan is in place and will be carried out after they are gone. Using a tailored process, the team helps to simplify the complexity of managing substantial assets and unlock new potential to achieve investment and wealth management goals.

A Powerful Intersection of Family & Finance

Serving a select number of clients and nonprofits, George J. Schietinger, and his son Kent Schietinger, form a knowledgeable and powerful intersection of "family and finance." They combine their perspectives and nurturing culture with worldclass financial knowledge and experience, to help solve complex investment and wealth management issues.

(from left to right: Kent Schietinger, Financial Advisor; George J. Schietinger, Managing Director – Investments, Private Wealth Financial Advisor)

How We Help Individuals

George J. Schietinger has an institutional background in fixed income and private equity/alternative investments and provides the intellectual capital and insights necessary to identify, reflect upon, and provide many of these same services to successful individuals, families, nonprofits, and family offices. As a Private Wealth Financial Advisor, George offers diverse wealth management solutions to help clients manage, transition, and make an impact with their wealth. He has a long tenured career with the requisite training and experience to provide clients access to the Private Bank experience as well as various products and services through Wells Fargo affiliates.

George and Kent work together to help appropriately align their team's advice, guidance, and solutions with each client’s values, goals, and concerns. Together, they leverage their knowledge and experience to help UHNW individuals, families, and nonprofit institutions take advantage of sophisticated institutional investing principles, including asset allocation, tax efficient asset location, and alternative investment strategies. Their comprehensive platform includes delivering trusted wealth management advice, leveraging sophisticated planning tools, and coordinating integrated strategies to help address the needs of their clients.

Our Approach to Support Your Financial Needs

Schietinger Private Wealth Group of Wells Fargo Advisors can assemble a team of specialists from Wells Fargo that will work with your attorney, accountant, and other outside advisors to support your financial goals.

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Seated in the New York City Wells Fargo Private Bank location, the practice allows clients access to fiduciary wealth planning, private banking, trust services, risk management, and various customized and traditional lending products through Wells Fargo affiliates.

"We begin a new client relationship as your financial advisor, but over time endeavor to provide the service and thoughtful advice necessary to become your trusted advisor."

— George J. Schietinger

The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.