Family Office Approach

We are the first call our clients make for all their financial needs. When you have an important decision to make, we’ll be there to provide guidance – whether you’re selling your business, planning the future of your estate, saving for your child to go to college, or preparing for retirement.

Our team serves as the Chief Financial Officer of your Virtual Family Office.

Your “Virtual Family Office”

Advocating for you, we help make your life simpler by introducing you to and collaborating with other professionals who can serve your needs. Acting as your personal CFO, we have immediate access to the experts and strategies you need.

Click here to read more about how we attend to a diversity of your wealth management needs.

_{Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.}

_{Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

*Offered through Wells Fargo Bank, N.A.}

Wells Fargo Private Bank experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as a part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors as Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, 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 Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements of the Wells Fargo Private Bank experience.

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 related accounts.

Wells Fargo Advisors is not a legal or tax advisors. However, we will be glad to work with you, your accountant, tax advisors and/or lawyer to help meet your financial goals.