Rely on the powerful resources we can bring to your situation.
“Investing is the intersection of economics and psychology.” – Peter Lynch
As a high-net-worth investor, you recognize that professional money management allows you to focus your time on pursuing the things that truly matter to you. We build deep relationships with individuals and families, and work to be your trusted wealth partner.
Wealth Planning
We structure your comprehensive wealth plan by looking at your total wealth picture. We consider your assets as well as your liabilities, family dynamics, risk, employee-benefit plans, business interests, real estate, and illiquid assets. Let’s have a conversation. Email us.
Retirement Planning
No matter when you are planning to retire, planning for your retirement goals starts now. It’s important to prioritize objectives and consider the income you’ll need during retirement to achieve your desired lifestyle. Let’s have a conversation. Email us.
Estate Planning
We will help you implement estate planning and wealth transfer strategies designed to help mitigate taxes and preserve what you have built across generations. Let’s have a conversation. Email us.
Investment Management
Equity Portfolios:
Jeff Sherman has decades of experience managing equity portfolios over various market cycles. Enjoy direct access to your portfolio manager as Jeff Sherman, Managing Director, PIM Portfolio Manager, stands ready to address your questions and concerns.
Outside Managers & Alternative Investments:
Okita Sevi, CFP®, CRPCTM Managing Director Investments, PIM Portfolio Manager can address your specialized investment needs including access to outside managers, hedge funds, and alternative investment opportunities that support high-net-worth wealth management goals. Let’s have a conversation. Email us.
Fixed Income Strategies & Cash Management
Investors seeking diversification in their investment portfolio may consider adding a fixed income strategy to their overall wealth plan. Fixed income investments can offer balance and offer stability against volatility and price corrections. Arthur Karabelas, Managing Director, PIM Portfolio Manager can help you address your fixed income questions and concerns. Let’s have a conversation. Email us.
Risk Management & Insurance Strategies
We can help you consider adding life, disability, long term care or key-person insurance strategies to your overall wealth plan. Risk management strategies can financially safeguard your family by providing an income stream in the event of your death or disability. Let’s have a conversation. Email us.
Trust Services*
Our team can help create personalized Trust and legacy planning strategies and can connect you with the subject matter experts from Wells Fargo Bank to help implement a range a Trust Services. Let’s have a conversation. Email us.
Tax Strategies
Our team is always mindful of tax considerations when implementing your investment strategy and making any adjustments to your investments, paying close attention to what you will keep versus what you will pay in taxes. Let’s have a conversation. Email us.
Access to Banking and Lending*
With access to Wells Fargo Private Bank, we can help introduce you to banking and lending specialists and provide guidance on leveraging various strategies specialty financing, strategic credit, cash management, and more. Let’s have a conversation. Email us.
Charitable Giving Strategies
Make an impact and meet your philanthropic objectives. We can guide you in establishing your philanthropic vision, values, and mission statement and provide education on the various philanthropic vehicles. Let’s have a conversation. Email us.*Wells Fargo Private Bank (The 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., Member FDIC, provides investment management services as 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 of 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 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 for The Private Bank experience. 
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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
