WHO WE HELP
The Meydenbauer Bay Private Wealth Management Group of Wells Fargo Advisors

Long-Term Partners in Your Success
We are a team of professionals, each bringing a unique perspective to your wealth management. We work together with our network of specialists, your attorneys and other trusted advisors to deliver the sophistication of a family office with the care of a trusted relationship.
Total Wealth Management
Helping you manage your wealth with intention and shape a future that feels like your own.
The Meydenbauer Bay Private Wealth Management Group provides comprehensive wealth management for high-net-worth individuals and families. We partner closely with your CPA and attorneys to coordinate every aspect of your financial life—from investment strategy to trust and estate planning strategies, and philanthropic giving strategies. Leveraging Wells Fargo Advisors’ vast network of specialists, we design sophisticated solutions for your complex wealth management needs.
Total Wealth Management
Our team spans generations–so you’ll have a trusted relationship today—and a team prepared to support your family tomorrow.
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Who We Help
From multigenerational families to business owners and entrepreneurs, we work to deliver wealth management strategies that endure.
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Insights & Education
Through ongoing communication, we share perspectives on market conditions, economic trends, and financial education.
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We Care. We Guide. We Deliver.
At The Meydenbauer Bay Private Wealth Management Group, we combine expert financial guidance with genuine care. Through disciplined strategies and personal attention, we help you grow, preserve, and transfer your wealth—bringing clarity and confidence to every financial decision.
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Let’s Start the Conversation
Total wealth management begins with understanding what matters most to you.
1 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by Forbes based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. View additional award disclosures.
2 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. View additional award disclosures.
3 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.




