As your clients’ wealth grows, their needs often become more complex. That’s why advisors serving high net worth and ultra high net worth clients need best-in-class resources that they can put to work for their clients in order to ensure their needs are met today – and tomorrow.
We offer advisors access to a variety of unique resources provided by Wells Fargo affiliates to tap into, including:
- Access to our Private Wealth offering, empowering you with an elevated experience for clients with custom capabilities including wealth and legacy planning, philanthropic services, and more
- Custom credit solutions, offered through Wells Fargo Bank, N.A. to help your clients increase liquidity, manage estate planning goals, facilitate purchases, and enhance tax-efficiency
- Trust services offered through Wells Fargo Bank, N.A. that support clients who are focused on leaving a legacy with their wealth, including trust and estate administration, investment & specialty asset management, taxation, and charitable strategies
We can also provide your practice with access to our Advice & Planning team, book acquisition opportunities, succession planning, and many more capabilities to help you power your clients’ growth.
Want to learn more? Contact us using the button below and we can discuss how we can support your practice’s needs.
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 referred accounts.
Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice.
Wells Fargo is an Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.