We believe clients benefit from our ability to capitalize on our institutional scale to develop investment plans tailored for individuals, families, and foundations. We take a holistic investment advisory approach — before we develop a client’s plan, we gain a thorough understanding of the client’s financial situation, risk tolerance and life and legacy goals.

Through our investment planning process and drawing on the strength of Wells Fargo Advisors and other resources, we listen and then tailor strategies to help address our clients’ very complex needs.