Family Office

We help generations of clients build, manage, preserve, and transition wealth. Each family hails from an unique legacy. We help our clients recognize what fiscal resources meant to their family members before them and how they can instill those concepts to the next generation. As an extension of their planning, we help our clients steward their wealth and pass on their legacy and values to the next generation.

We know your time is at a premium and that your daily challenges may include:

Lack of time
Endless paperwork
Trying to coordinate scattered assets and accounts
Constant solicitations
Challenges with keeping up on the latest trends
The overall cost and overhead of services
Having misallocation of assets
Concerns about financial risk

How The Mannen Financial Group can help relieve burdens of wealth:

Summarizing decisions that need to be made and implementing action items
Completing paperwork and executing decisions
Working with multiple generations and coordinating estate investment plans
Becoming your trusted advisor and acting as a gatekeeper
Providing sophisticated advice and coordinating with outside advisors
Leveraging resources of Wells Fargo & Company while providing you with one dedicated team
Developing strategies to help families safeguard their assets with appropriate checks and balances

"We act as the extra family member who always has time to take your call and help out."
Elizabeth Mannen Berges, Managing Director – Investments, Mannen Financial Group of Wells Fargo Advisors

Let’s talk about simplifying your administrative burden.

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, HI, IL, KS, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TX, VA, WA, WY). 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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