High Net Worth Individuals

We take a full balance sheet approach to help high net worth individuals achieve their wealth planning goals. Providing personalized advice and guidance, we work alongside you to consolidate assets, choose the most appropriate vehicles for savings, identify tax-efficient savings strategies for retirement and help plan for your estate, charitable giving and wealth transition goals.


Successful family governance is critical to help ensure your family's values, traditions and wealth are in place for current family members and are transitioned smoothly to future generations. We work to build strong relationships with all family members and provide education to build an understanding of your financial priorities and coordinate your wealth plan with your other professional advisors.


We offer institutional caliber investment management solutions to foundations, endowments, businesses, corporations and 401(k) retirement plans. Portfolios are structured and managed to follow your organization’s Investment Policy Statement, return goals, performance benchmarks, risk parameters, short-term and long-term cash flow needs and investment criteria.

Executives and Business Owners

We assist executives and business owners in planning for challenges such as the concentration of net worth, business valuations, liquidity events, tax-efficient investing as well as retirement and estate planning.
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.