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Specialized Resources for High-Net-Worth Clients

Complex wealth management challenges require elevated services and capabilities

We work with sophisticated clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

Considerations for Your Holistic Plan

Estate planning strategies

The importance of aligning your estate plan with the goals for your wealth can't be overstated. We work with you to review your wills and trusts, establish beneficiary designations, and coordinate with tax and legal advisors to ensure your plan is up to date.

Wealth protection

Your financial future depends on several uncontrollable circumstances. Although you can't avoid all risks in life, insurance can play a key role in helping preserve your assets, achieve your financial goals, and protect against life-changing events.

Business solutions

We provide corporate executives and business owners with recommended wealth management solutions, including guidance for managing concentrated positions, employee stock option exercise and sale, business succession planning, and business transition strategies.

Multigenerational planning

Comprehensive financial management doesn't stop with a review of your lifetime – it looks at future generations and what sort of legacy you want to leave for them. We invite your family to the conversation to discuss what responsible stewardship of family wealth looks like to you.

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

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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