High Net Worth

Gruver Wealth Management of Wells Fargo Advisors is dedicated to providing innovative, flexible, financial solutions to families and individuals of substantial wealth. We seek to reduce personnel and capital costs by combining Wells Fargo Advisors technology and institutional capabilities with our traditional of personalized service. We efficiently and effectively endeavor to meet our clients’ complex financial needs by providing many services through Wells Fargo Bank Affiliates and non-affiliates of Wells Fargo Advisors, which can include:

  • Investment Advisory through Wells Fargo Advisors
  • Investment Advisory through Third Party Money Managers
  • Fiduciary and Trust Services through Wells Fargo Bank, N.A.
  • Liquidity Management through Wells Fargo Advisors
  • Tax Document Support through Wells Fargo Affiliates
  • Custody and Reporting through Wells Fargo Advisors
  • Cash Management Strategies through Wells Fargo Advisors
  • Insurance Services offered through affiliates
  • Access to lending and Banking services through Wells Fargo Affiliates

*Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. 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. 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.