The Minor Private Wealth Management Group of Wells Fargo Advisors is a boutique practice serving affluent families and select institutions. Our combined experience allows us to provide distinctive insights through a collaborative team approach.
The foundation of our business is the ability to offer independent and objective advice aligned with your best interests.
We maintain an exclusive practice for a select group of families. We dedicate the time needed to build custom portfolios, provide outstanding service and build trusted relationships.
Our investment solutions are designed to help you accomplish your objectives by integrating efficient tax and estate planning strategies with appropriate risk management.
From Right to Left: Debra Hawkins Private Wealth Senior Registered Client Associate; Ben Minor Managing Director – Investment Officer, Private Wealth Financial Advisor, Senior PIM Portfolio Manager; Will Minor Managing Director – Investment Officer, Private Wealth Financial Advisor; Grant Minor Private Wealth Financial Consultant; Gabrielle Santinoceto Private Wealth Client Associate; Jimmy Peraffan Private Wealth Financial Advisor; Morgan Miller Private Wealth Financial Advisor
Our Mission
We provide customized investment management services to clients with significant assets. Our most important mission is to preserve client wealth. We engage in continuous dialogue and education to enhance understanding of our clients' objectives.
To accomplish our mission, The Minor Group of Wells Fargo Advisors builds individual custom portfolios with a focus on prudent investment management and risk mitigation strategies over market cycles. We work with a limited number of client families, which enables us to dive deep into the area most important for each relationship. Our approach is holistic, also taking into account taxes, estate and trust strategies, requirements for income, philanthropy, socially responsible mandates and other client objectives.
Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
Meet Our Team
Ben Minor
Managing Director - Investment Officer
Private Wealth Financial Advisor
Senior PIM Portfolio Manager
Will Minor
Managing Director - Investment Officer
Private Wealth Financial Advisor
PIM Portfolio Manager
2025 Best-in-State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Locations
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.