Minor Private Wealth Management Group of Wells Fargo Advisors provides customized investment management for affluent individuals, families, business owners, and institutions.
Grounded in the belief that preserving wealth is every bit as important as creating it, we remain committed to understanding our clients’ objectives and helping steward wealth through sophisticated investment strategies.
Our service-first mentality was forged through a combination of military leadership and decades serving affluent families, business owners, and executives. Our team brings the same discipline, preparation, and commitment to every client relationship.
Our family office-style team offers a wide range of capabilities to a select group of investors.
By focusing on an intentionally limited client roster, we can dedicate the time, resources, and customization our clients desire. From portfolio construction and hedging strategies to cash flow planning and wealth preservation, transfer, and distribution strategies, our mission is to align with yours.
Our team helps affluent families, businesses, and organizations focus on wealth preservation, transfer and stewardship through sophisticated investment management, trusted relationships, and a disciplined service-first approach.