When we meet with new clients, we begin our process with an in-depth conversation surrounding the three segments of their wealth:
Present Wealth | Future Wealth | Legacy Wealth
Our work centers around the understanding that your wealth impacts more than just you, and those effects can be long-lasting into your future and your family’s future after you have passed. We help you situate your wealth within your short- and long-term goals, and we can provide access to the strategies, products, and solutions aimed to help you build your most meaningful life.
We offer dedicated specialists across all aspects of wealth management
Legacy Planning
Family wealth and culture services
Estate services
Philanthropic strategies
Wealth and retirement planning
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Trust services
Business advisory services
Fiduciary services
Lending Solutions
Executive Services* |
Investment management*
Business transition planning
Real estate asset management
Education planning
Cash management strategies
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*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.Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid on ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.