Wells Fargo Private Bank
Email Address: firstname.lastname@example.org
Address: 1700 Lincoln Street, 49th Floor, Denver, CO 80203
I am a CFP® and Fiduciary Advisory Specialist with Wells Fargo Private Bank in Denver. For more than 15 years, I have helped design & implement customized investment strategies for high-net-worth investors & have extensive expertise in financial & estate planning, wealth management & efficient use of tax-advantaged investment opportunities. Simply stated, I help families create financial abundance & personal significance for generations.
When it comes to managing complex finances, no single solution works for everyone. That’s why, in collaboration with your relationship team at the Private Bank, I begin by gaining a deep understanding of you & your family’s goals; then develop customized solutions to help you achieve them. Together, we explore 12 key Wealth Management Issues while working to address your goals for building, managing, preserving, & transitioning your wealth.
Wells Fargo Private Bank is one of the nation’s leading providers of wealth management services. Our clients’ success is our priority, whether looking to build wealth, focusing on maintaining what they have, or working to preserve their family legacy. At Wells Fargo Private Bank, we believe 3 factors contribute to success:
• Strong Trusted Relationship clients depend upon-Clients primary point of contact is their relationship manager, whom they regularly interact with, develop a comprehensive understanding of their financial life and coordinate wealth management needs.
• Team Based Approach–Clients’ relationship manager works closely with a team of specialists across multiple financial disciplines, all working on a regular basis to support clients’ needs.
• Tailored Comprehensive Solutions-We tailor wealth management plans based on clients’ goals & values. We take the time to get to know them—understanding their current financial situation, family, responsibilities & goals for the future—then work with clients to create a plan that fits their life.