More behind every recommendation
Your Team. The Strength of a Global Institution.
Every financial life brings its own opportunities and complexities. We look beyond the immediate, bringing together experience and resources to help you consider the possibilities ahead with greater perspective.
Who We Serve
Our advisors work with high-net-worth individuals, families, and institutions. From entrepreneurs and executives to law firms and family offices, our clients represent leadership and legacy.
Firmwide Capabilities
Access the full strength of Wells Fargo Advisors by integrating wealth planning, banking, investment strategies, relationship-based pricing, fraud protection, insights, events, and more.
Specialized Expertise
Private Wealth clients receive concierge access to professionals in select local markets plus personalization for liability management, trust, estate, philanthropy, and more specialized services*.
Strategies designed for you
Investing With a Purpose
Your investment strategy should reflect what you want your wealth to accomplish. We design, implement, and review your portfolio with consideration for:
- Return objectives
- Risk temperament
- Cash flow and liquidity needs
- Tax considerations
- Investment timeframe
- Objectives, such as leaving a legacy or incorporating values
More ways to invest
A Broader Investment Approach
Asset allocation is the foundation of our investment management process, with a four-asset group model that combines equities, fixed income, real assets, and alternative investments, aiming to optimize portfolio risk and return. With our asset allocation** approach, you have access to:
Strategies for Various Investment Objectives
- Risk and volatility management
- Liquidity and cash management
- Income strategies
- Tax-efficient investing
- Concentrated stock positioning management
Global Asset Classes
- Equities
- Fixed income
- Real assets
- Alternative investments***
Select Investment Vehicles
- Mutual funds
- Separately managed accounts
- Exchange-traded funds (ETFs)
- Exchange-traded notes
- Master limited partnerships
- Hedge funds
- Options strategies
- Public and private real estate
- Private equity and debt
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
*Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.
**Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
***Alternative investments are not appropriate for all investors and are only open to “accredited” or “qualified” investors within the meaning of the U.S. securities laws. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicles. They are intended for qualified, financially sophisticated investors who can bear the risks associated with these investments.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you