We help clients organize, consolidate and simplify their financial lives.
Comprehensive Services
Our clients entrust us with their life savings and expect us to help them grow, preserve and pass on their wealth—and values—to the next generation. We take this responsibility seriously and invest in each client’s success as if it were our own. We provide a full range of services to meet your distinct needs.
Backed by the global reach of Wells Fargo, you will benefit from:
Asset Management
Strategic Asset Allocation
Disciplined approach to asset allocation aligned with your values and long-term objectives.
Diversification
Build resilient portfolios designed to perform across market cycles—spanning equities, fixed income, alternatives, and private markets when appropriate.
Discretionary Portfolio Management
As fiduciaries and portfolio managers, we combine disciplined processes with opportunistic decision-making to keep your strategy aligned with your goals and responsive to changing markets.
Open-Architecture Platform
Access to research, insights, and strategies from many of the other leading investment firms across the industry.
Advanced Planning & Tax Strategies
Comprehensive Wealth Analysis
Review of your assets and liabilities to assess overall allocation, risk exposure, and opportunities to consolidate and simplify.
Advanced Retirement Planning
Our sophisticated planning tools can help you envision your future and model the impact of key decisions.
Advisor Collaboration
We work closely with your other trusted advisors, including accountants and estate attorneys, to ensure everyone is aligned.
Charitable Giving Structures
Tax-efficient strategies for giving, including Donor Advised Funds (DAFs), private foundations, and trusts tailored to your goals.
Tax Efficiency
Strategic investment planning that is mindful of state and local jurisdictions and evolving regulations.
Trust Planning
Access to internal tax and trust specialists to evaluate and advise on your asset ownership structures.
Estate Planning & Philanthropy
Expert Guidance
Strategies for trusts, tax planning, and succession planning to help safeguard your legacy.
Lifetime Gifting Strategies
Develop a Structured approaches to gift tax-efficiently to loved ones or causes during your lifetime.
Insurance and Risk Management
From basic term life coverage to more advanced insurance-based estate planning strategies—protecting your family is central to our approach.
Special Needs Trusts
Administration, management, and planning for special needs individuals with accessible minimums.
Enduring Philanthropic Frameworks
Establish foundations, endowments, and Donor-Advised Funds (DAFs) to extend your impact.
Family Stewardship & Values Alignment
Guided conversations to help you pass on your wealth and values to future generations.
Transitioning Generational Wealth
Advanced strategies—such as GRATs and SLATs—to strengthen your family’s financial future.
Preferential Lending
Private Wealth Mortgage Lending
Access to discounted mortgage rates from one of the industry’s leading financial institutions.
Portfolio-Backed Financing
Priority Credit Lines that leverage your investment holdings as collateral—providing liquidity for timely opportunities.
Asset-Based Lending
Borrow against high-value assets such as fine art, collectibles, or jewelry.
Specialty Financing
Concierge-level support for acquiring luxury assets—from yachts to private aircrafts.
Market Access & Alternatives
Best-In-Class Market Access
Access to leading alternative and private markets investment opportunities with reduced minimum commitment requirements including:
- Private Equity
- Private Credit
- Venture Capital
- Hedge Funds
- Private Real Estate
- Infrastructure
Equity Capital Markets
Access to capital market offerings including IPOs and other secondary offerings.
Debt Capital Markets
Access to debt offerings such as corporate and municipal bond offerings.
Business Owner Solutions
Business Owner Advisory
Plan ownership structures and transition strategies for family businesses and high-growth ventures.
Capital Markets Access & Investment Banking
From startup to mature public companies, we guide you through transactions—including M&A—and provide access to equity and debt capital markets.
Real Estate Management
Our specialized real estate group can manage operations for your commercial and investment properties, as well as facilitate transactions including 1031 exchanges, purchases, or sales.
Commercial Banking
Our commercial banking partners provide services like treasury management, equipment financing, and commercial lending to support your business growth and success.
Specialized Asset Management
Expert guidance for your privately owned energy and mineral interests, including valuation, royalties, and compliance.
Executive Services
Concentrated Stock Positions Management
Sophisticated liquidity and hedging strategies to help you manage risk and unlock opportunities around your concentrated holdings.
Executive Compensation Plans
Expert guidance to navigate complex compensation structures, including stock options, restricted stock units (RSUs), and ESOPs.
Sports & Entertainment Services
Expert Guidance for Sports & Entertainment Professionals
Wealth planning that understands your game plan: Learn More
Our Commitment
At the Prentis Wealth Management Group of Wells Fargo Advisors we are dedicated to remaining accessible, accountable and personally involved with each of our clients.
We want to understand the passions that get you up in the morning and the concerns that keep you up at night. Together, we build a comprehensive plan that best fits your needs and is consistent with all of the personal values that you define in the process. We then construct a portfolio of best-in-class investments to help you achieve your personal and financial goals. Throughout this process, we want you to understand what you own, why you own it, how it’s performing and what it costs.
1 Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.←
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. May not be available in all states.←
3 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.←