The Snider Allen Financial Group is a boutique practice that serves affluent families by creating focused, custom investment management and wealth planning strategies. Our combined experience – along with our access to the global expertise within Wells Fargo Advisors and its affiliates – allows us to provide distinctive insights through a collaborative, team approach.
Our team has built an exclusive practice to serve a select number of high-net-worth families across the country, and we dedicate however much time is needed in an effort to provide outstanding service and results. When we’re working with you, your needs are our top priority. Our goal is to help meet your goals and build a trusted relationship that endures the test of time.
535 Madison Ave., 16th Floor,
New York City, NY 10022
3105 Glenwood Avenue, Suite 201,
Raleigh, NC 27612