What is a Private Wealth Financial Advisor?

We work with sophisticated clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

We are committed to a comprehensive, personal approach to serving high-net-worth individuals, families, foundations, and institutions. We work with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning.

The Value of Working with a Private Wealth Financial Advisor

We plan for and address the complexities of wealth management by drawing on vast resources within Wells Fargo Advisors as well as providing clients access to specialists within Wells Fargo Bank. Additionally, we collaborate with our clients’ other professionals to help guide the implementation of a fully integrated plan.

•  We work with a limited number of clients with comprehensive wealth needs to help ensure (a) time and availability to serve the client in the way they deserve, and (b) solutions are tailored to meet the needs of those with significant wealth.

•  We leverage access to resources and knowledge on behalf of our clients from across Wells Fargo Bank, including wealth planners, fiduciary advisory specialists, investment strategists, and more.

•  We coordinate with our clients’ other professional advisors – such as attorneys, accountants, and trust administrators – to help ensure our wealth plan is cohesive and addresses the many facets of a client’s financial life.

•  We’re committed to continually evolving our skills and knowledge to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors.

•  We take a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy needs are addressed, planned for, and adjusted as needed.

Brokerage 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 separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a 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 the Bank products and services is limited to referral and relationship management services.