High Net Worth Individuals

We take a full balance sheet approach to help high net worth individuals achieve their wealth planning goals. Providing personalized advice and guidance, we work alongside you to consolidate assets, choose the most appropriate vehicles for savings, identify tax-efficient savings strategies for retirement and help plan for your estate, charitable giving and wealth transition goals.

Families

Successful family governance is critical to help ensure your family's values, traditions and wealth are in place for current family members and are transitioned smoothly to future generations. We work to build strong relationships with all family members and provide education to build an understanding of your financial priorities and coordinate your wealth plan with your other professional advisors.

Foundations/Endowments/Businesses

We offer institutional caliber investment management solutions to foundations, endowments, businesses, corporations and 401(k) retirement plans. Portfolios are structured and managed to follow your organization’s Investment Policy Statement, return goals, performance benchmarks, risk parameters, short-term and long-term cash flow needs and investment criteria.

Executives and Business Owners

We assist executives and business owners in planning for challenges such as the concentration of net worth, business valuations, liquidity events, tax-efficient investing as well as retirement and estate planning strategies.
The Aldridge Private Wealth Management Group

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 (AL, AZ, CA, CO, CT, FL, GA, IL, MA, MO, NC, NH, NY, OR, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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