Our Clients

Regardless of the title or type of account that you have with us, be it an individual, corporation, non-profit, 401K, IRA, Trust or Gift to Minor account, we recognize that it is the individuals and their extended families that are impacted by the decisions we make.

Many families have been with us for decades. In many cases, we are fortunate to advise multiple generations within the same family. Whether it is the grandparents that introduced us to the parents and grandchildren, or vice versa, it has been a natural and fulfilling process to aid extended families in achieving their long-term wealth goals.

About Wells Fargo Advisors

With $1.66 trillion in client assets as of March 31, 2018, Wells Fargo Advisors provides investment advice and guidance to clients through 14,399 full-service financial advisors and referrals from 4,525 licensed bankers.  This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.  Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2017. www.wellsfargoadvisors.com

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through 8,200 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.