To further supplement our services for General, Limited Partner and entrepreneurial clients, the Venture Strategies Group can provide you with introductions to Private Wealth Advisors who are familiar with your unique circumstances, preferences, and needs. 

Drew Dusebout, one the founders of the Venture Strategies Group, heads up these efforts which provide the following services:

• Helping clients establish and evaluate their family’s core values, mission and investment policy statement
• Multi-generational, tax, charitable planning and Trust strategies and services
• Asset Management including cash management, fixed income, equites and alternative investments
• Specialize Lending utilizing a variety of Wells Fargo sources
• 401(k) Business Solutions
• Institutional OCIO and Investment Policy Statements

*Wells Fargo Advisors does not provide legal or tax advice.
*Bank products and services are available through Wells Fargo Bank, N.A.