Leveraging a Team Approach to Serving Clients
Our experience has shown the myriad ways to manage significant wealth can exceed the knowledge base of one financial advisor. That’s why we embrace the value of a team approach to address every client’s unique challenges and opportunities.
We plan for and address the complexities of wealth management by drawing on vast resources, both within Wells Fargo Advisors and through Wells Fargo affiliates. Additionally, our team collaborates with our clients’ other professionals to help guide the implementation of a fully integrated plan.
We plan for and address the complexities of wealth management by drawing on vast resources, both within Wells Fargo Advisors and through Wells Fargo affiliates. Additionally, our team collaborates with our clients’ other professionals to help guide the implementation of a fully integrated plan.
Value of a Family Office Approach
| We act as your personal CEO for your family office planning We take a global view of how all aspects of your life intersect |
| We leverage a team-based approach We connect you with the right professionals |
| We don’t work in silos |
Private Wealth Financial Advisors are Wells Fargo Advisors team members. All other roles mentioned are Wells Fargo Bank, N.A. team members.
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 on 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.
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 on 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.