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 Advisor 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
  • 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

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.