Our Clients
Our relationship with you begins with a conversation about your present wealth, your future wealth, and your legacy wealth.
The clients we serve include hight-net-worth clients – as their trusted wealth management professionals, it’s our objective to add value to their inherent strengths so that we can build an actionable plan for their futures based on collaboration and trust.
Read more about the most common client segments we serve.
The clients we serve include hight-net-worth clients – as their trusted wealth management professionals, it’s our objective to add value to their inherent strengths so that we can build an actionable plan for their futures based on collaboration and trust.
Read more about the most common client segments we serve.
Retired Corporate Executives
We often work with retired corporate executives from the technology/biotechnology sectors. At the time of retirement, corporate executives meet a new set of financial challenges, including preserving their assets and generating income apart from their companies. The sale of restricted stock can feel like a roadblock, as it must be traded in compliance with SEC regulations.As a part of your comprehensive wealth management process, we’ll work with you to analyze your cash flow and help you map expenses in retirement. We also help you navigate the complex process of restricted stock sales. We aim to organize your estate investment plan and minimize your stress so that retirement feels less like work and more like a new and exciting stage in your life.
Real Estate Entrepreneurs
By providing our clients with access to our Bank Affiliates, we can refer them to bank specialists who can help build a portfolio that aligns with their overall wealth plan. We refer you to our real estate asset management specialists who provide strategic asset management services for clients who own or want to acquire U.S. real estate across a broader spectrum of asset types including commercial, residential, and agricultural.Small-Business or Medium-Business Owners
There are several financial considerations that business owners must consider as they’re starting up, growing, managing, and passing on their businesses.In addition to helping you manage your investments, we can provide you with access to lending products and services offered through through Wells Fargo Bank, N.A. And when you’re ready to retire from your ownership position, Wells Fargo Bank Specialists will be there to help you set up a business transition plan that leaves your business in capable and trustworthy hands.
Successors/Heirs
Our team often serves multigenerational families, and in some cases, we are now serving the third generation in a family unit. These relationships that we have built with you and your next generation(s) are often the most rewarding, as we aim to facilitate conversations around your family’s wealth.The Galluccio Private Wealth Group of Wells Fargo Advisors will work with you to build a “family mission statement” that clearly states your goals for your wealth. This helps spouses, business partners, and heirs recognize and adopt your wishes for the future. When it’s time to transition your wealth, everyone should be on the same page. We can also help with financial literacy and wealth education for the next generation to ensure your family understands the importance of being a good steward of the family’s wealth.
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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 seperate non-bank affiliate, may be paid an 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 wih respect to the Bank products and services is limited to referral and relationship management services. Some of the Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship to Wells Fargo Bank, N.A. Brokerage 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 seperate non-bank affiliate of Wells Fargo & Company. Wells Fargo & Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and 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 tax return is filed.