Services and capabilities to support your sophisticated strategies

A myriad of resources is required to manage the wealth of successful families. That’s why we embrace the value of a team approach.  We leverage access to resources and expertise on behalf of our families from across our parent company, Wells Fargo & Company, including private bankers, wealth planners, fiduciary advisory specialists, investment professionals, and more.

We also coordinate with our families’ other professional advisors–such as attorneys, accountants and insurance specialists – to help ensure our wealth plans are comprehensive and address the many facets of a family’s life.


Count on our team to provide remarkable client service.”  – Nanette A. Hernandez, Private Wealth Senior Registered Client Associate

Let us help you address your unique needs; help you avoid financial obstacles; and work to take advantages of the opportunities ahead. Learn more about our Private Wealth services and capabilities  

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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg