High Net Worth

Gruver Wealth Management of Wells Fargo Advisors is dedicated to providing innovative, flexible, financial solutions to families and individuals of substantial wealth. We seek to reduce personnel and capital costs by combining Wells Fargo Advisors technology and institutional capabilities with our traditional of personalized service. We efficiently and effectively endeavor to meet our clients’ complex financial needs by providing many services through Wells Fargo Bank Affiliates and non-affiliates of Wells Fargo Advisors, which can include:

Investment Advisory through Wells Fargo Advisors
Investment Advisory through Third Party Money Managers
Fiduciary and Trust Services
Liquidity Management through Wells Fargo Advisors
Tax Document Support through Wells Fargo Affiliates
Custody and Reporting through Wells Fargo Advisors
Cash Management Strategies through Wells Fargo Advisors
Insurance Services offered through affiliates
Access to lending and Banking services through Wells Fargo Affiliates

*Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. 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.

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, CO, CT, DC, FL, IA, IL, MA, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA). 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.

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