Advice.

Focused on Your Future.

Your Investments. Your Plan. Your Legacy.


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Our team serves families and private foundations who aspire to optimize their enterprise, social and family capital for future generations. When you work with us, you can expect our team of professionals to act and think in your best interest.

Areas of Service

Your wealth should be dynamic, constantly serving your ambitious goals.

We use our experience to engage our clients through the resources of a firm dedicated to providing highly specialized services.

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Global Investment Management

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Planning Capabilities

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Family Dynamics and Wealth Education

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Generational Wealth Transfers

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Business Advisory Services

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The Wealth Banking Team

View Our Full Suite of Capabilities

Our Approach to Serving You

Your goals start the discussion. We then use our observations to:

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Assess Your Current Situation

including your unique family circumstances and potential tax issues or liquidity needs

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Establish Priorities

such as transferring your estate or implementing investment strategies

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Achieve Your Aspirations

like leaving a legacy and fulfilling philanthropic interests

Ready to Optimize Your Wealth?

Schedule a meeting to discuss your goals with our team.

CONTACT US

Sugg ● Owen Private Wealth Group of Wells Fargo Advisors

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 (CA, CT, DC, FL, MA, MD, MI, MO, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VI). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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