Individuals and Families - Building deep relationships for life


For decades, the professionals at Wingrove Connolly Wealth Management Group have successfully served the wealth planning and investment management needs of high-net-worth individuals and multigenerational families. We believe affluent clients recognize that professional money management helps to simplify their life and allows them to focus their time on pursuing the things that truly matter to them. That’s why we build deep relationships and work to be a trusted wealth partner for life.

Equity Inv

Equity Investment Strategies1

Craig Wingrove and Ann Connolly, Senior PIM Portfolio Managers, have decades of experience and real-world knowledge in the construction and management of proprietary equity portfolio management.

Multi Gen Planning

Multigenerational Wealth Planning

Building a legacy that spans generations is a team effort. We plan your investments around your life and your family members. Life events happen and things can change rapidly, so our process centers around communication and partnership.

Retirement Planning

Retirement Planning

No matter when you’d like to retire, planning for it starts now. Our team has the tools, technology and expertise to address your goals and help plan for your successful retirement.

Tax Planning

Tax Planning Strategies

Tax efficiency is critical to help ensure you keep more of what you earn and maximize your wealth.

Ind Family

Estate Planning Strategies

Estate planning can be overwhelming and uncomfortable. We can help you get the process underway and gain confidence that you and those for whom you care most will enjoy security after you’re gone.

Ed Planning

Education Planning

Our team can help you navigate the various education savings vehicles, including 529 plans, Education Savings Accounts (ESAs), and custodial accounts.

Risk

Risk Management and Insurance Strategies2

We can review existing insurance policies and help you find the most appropriate strategy for your situation.

Charitable

Charitable Giving Strategies

Our team can help you consider meaningful charitable giving that is impactful and aligned to your values.

1 The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

2 Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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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

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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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