Our Solutions

View of group of people from overhead

Our capabilities, your custom plan

Your advisor will work with you to find the right mix of the following capabilities that fits your goals, needs, and values.


Advice and Planning 

A well-developed wealth plan provides access to the services and solutions that will help you achieve your long-term goals, such as preserving your wealth and assets, making an impact, and leaving a legacy.

Get the Big Picture


Investment and Asset Management

Backed by the deep knowledge and experience of Wells Fargo Investment Institute, your dedicated specialists will tailor your portfolio and strategies to your goals, objectives, and appetite for risk. You may also choose to participate in Social Impact Investing and, depending on your situation, alternative investments. 

See Our Approach


Private Banking

To help you meet your complex financing and liquidity needs, our banking and lending professionals can provide you seasoned guidance, personal service, and tailored solutions, such as custom credit, deposit, and cash management products as well as access to specialized and real estate financing.

Streamline Your Banking

Office chairs

Business Owner Advisory Services

If you’re ready to transition your business or just want to prepare for what comes next, our specialists can help with business evaluation, strategies to help raise the potential value, or a transition strategy that links to your goals and overall plan. 

Explore Your Options

Family photos

Family Wealth and Culture Services

To better manage generational wealth issues, your dedicated team will work closely with your family to guide important discussions, enhance communication, and help to create a comprehensive plan that reflects your shared vision. 

Let’s Start Talking

rural road

Philanthropic Services

Our specialists can help you make a measurable impact by creating giving strategies that are right for you, your family, and your values. We offer a range of capabilities, from structuring lifetime giving programs to managing the day-to-day operations of large-scale foundations. 

Make Your Impact


Fiduciary and Trust Services

Prepare for tomorrow while supporting your needs today. Our full-service solutions, such as legacy trusts, special need trusts, and estate settlement and administration services, can help you extend all that you’ve worked so hard to build. 

Plan for What Comes Next

Connect with a specialist Request a Call