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Next-Level Guidance for Next-Level Wealth

If your needs are complex, you require exceptional investment guidance and resources.

Our Firm has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.
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Private Wealth Management Services

The La Jolla Private Wealth Group of Wells Fargo Advisors provides a wide array of Wealth Management Services to better serve your needs.

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Private Investment Management (PIM)

The PIM program is a customized portfolio management program geared toward your specific investment goals.

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Corporate Executive Services

As a corporate executive, your compensation package often presents unique and complex investment challenges.

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Professional Athlete Services

We help develop a detailed and strategic investment plan designed to map out a professional athlete's finances.

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Capital Markets

Capital Markets Services

Wells Fargo Advisors Capital Markets Services provides access to the services provided by Wells Fargo Securities, Inc.

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Alternative Thinking

Alternative investments can help diversify a traditional portfolio and provide the potential for improved risk-adjusted returns.

Liability Management

Liability Management

Through our Wells Fargo affiliates, you have access to numerous lending products and services.

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Investment Banking Services

Investment Banking Services

Equity Capital Markets (ECM) oversees the Firm’s activities in the primary equity markets and works closely with corporate clients to structure and execute financing solutions.

Investment Banking Services
LifeSync

College Savings Plans

Saving for your child’s or grandchild’s education doesn’t have to derail your retirement savings plan. 529 plans and trust funds are designed to help save for a child’s education. Financial aid may be another option

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, HI, IA, ID, IL, KS, MA, NJ, NM, NV, NY, OR, TN, TX, UT). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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