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We're On a Mission

The Vandeburgt Private Wealth Management Group of Wells Fargo Advisors exists to create cutting-edge wealth management strategies for elite earners and high net-worth households.

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Your Wealth, Managed to a Higher Standard

Our firm was created to serve investors like you. We have earned the Private Wealth Financial Advisor (PWFA) title, which recognizes a focus on serving clients with complex needs.

We will customize a plan for your wealth, backed by institutional resources reserved for those with high incomes and net worth.

Elevate Your Expectations

Working with The Vandeburgt Private Wealth Management Group of Wells Fargo Advisors means you are entitled to receive:

A thoroughly-vetted wealth management strategy based on your needs. 

Recurring check-ins and reviews to discuss your portfolio. 

Service from professionals devoted to improving their skill.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.

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Trust Services

Passing along your legacy to the next generation can seem like a daunting task with many tactics, roles and guidelines to consider.

At Our Firm, we provide access to Wells Fargo Bank Estate Services to help our clients with their trust and estate planning needs. As one of the leading national providers of estate settlement services, Wells Fargo Bank, N.A. can help you pass your legacy on to your beneficiaries.

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Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Financial Advisors of Wells Fargo Clearing Services may refer clients to the bank for an ongoing or one-time fee. Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Videos

Watch our videos on a variety of topics that illustrate key financial concepts and current events.

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Global Perspectives

A weekly analysis of timely economic strategy issues from Wells Fargo Investment Institute...

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Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.