The District Group of Wells Fargo Advisors

Our Clients

Drawing on the experience of our team, as well as the in-depth resources available throughout Wells Fargo Advisors, we work with successful individuals, families, and institutions that recognize the value of having a professional team oversee their wealth plan.

Families

We take a full balance sheet approach to helping families achieve their wealth planning goals. Providing personalized advice and guidance, we work alongside you to consolidate assets, choose appropriate vehicles for savings, identify tax-efficient and tax-advantaged savings strategies for retirement, and help plan for your estate, charitable giving, and wealth transition goals.

Executives and Business Owners

We assist executives and business owners in planning for challenges such as the concentration of net worth, business valuations, liquidity events, and tax-efficient investing, as well as retirement and estate planning strategies.

Foundations / Endowments / Businesses / Corporations / 401(k) Plans

We offer institutional-caliber investment management solutions to foundations, endowments, businesses, corporations, and 401(k) retirement plans. Portfolios are structured and managed to follow your organization’s Investment Policy Statement, return goals, performance benchmarks, risk parameters, short-term and long-term cash flow needs and investment criteria.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Members SIPC, a separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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, CO, CT, DC, DE, FL, MA, MD, MO, NC, NJ, NY, PA, SC, TN, TX, VA). 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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