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. Our goal is to establish a plan and investment approach whereby clients may achieve lifelong financial security for themselves and their families.


About Wells Fargo

At the Prentis Wealth Management Group of Wells Fargo Advisors we provide the concierge-level service of a boutique firm, while also offering the support, safety, and security of being under the umbrella of Wells Fargo & Company, one of the largest public companies in the world.

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. With approximately 259,000 team member, Wells Fargo serves one in three households in the United States.  Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,800 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has office in 38 countries and territories to support customers who conduct business in the global economy. 


Corporate Social Responsibility

  • #1- Largest workplace employee giving campaign in the U.S. for 10th consecutive year, based on 2018 donations (2018) United Way Worldwide.
  • Supporting Communities- Invested $286.5 million and volunteered 2+ million hours in non-profits in 2017.  Created 15,800+ homeowners in 57 communities through LIFT programs since 2012. (data for Jan 1, 2017- Dec 31, 2017).
  • Wells Fargo has committed $200 billion supporting companies and projects focused on environmental sustainability including sustainable agriculture, recycling, and conservation.
  • Accelerating Clean Technology- Donated $6 million to advance clean tech and innovation.  Financed more than $12 billion in renewable energy and other sustainable businesses (data for Jan 1, 2017- Dec 31, 2017).
  • Reducing Our Operational Impact- Met 100% of our electricity needs with renewable energy.  Achieved LEED(R) certification for 25% of total square footage in buildings (as of 3Q 2017).
  • Top Company for LGBT (2018) DiversityInc.


Industry Leadership

  • #1 Home loan originator to minority borrowers (2017) HMDA data.
  • #1 Home loan services (1Q18) Inside Mortgage Finance.
  • #2 Retail mortgage lender (1Q18) Inside Mortgage Finance.
  • #1 Provider of private student loans among banks (2018) Company and competitor reports.
  • #3 U.S. full-service retail brokerage provider (4Q17) Company and competitor reports.
  • #5 U.S. wealth management provider (2017) Barron’s.
  • #7 U.S. Institutional retirement plan recordkeeper, based on assets (2017) Barron’s.


Innovation Leadership

  • #1 in Overall Mobile Performance Functionality, and Quality & Availability (March 2018) Dynatrace.
  • Best Corporate/Institutional Digital Bank in North America (2017) Global Finance magazine.
  • Leader in Fraud Prevention, detection, and resolution (3Q17) Javelin Strategy Account Safety in Banking.


Wells Fargo Advisors

With $1.5 trillion in client assets as of December 31, 2018, Wells Fargo Advisors provides investment advice and guidance to clients through 13,968 full-service financial advisors and referrals from 5,254 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 December 31, 2018. www.wellsfargoadvisors.com.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals