UTTER PIKE PRIVATE WEALTH
- 6657 Virginia Pkwy., Ste. 200 McKinney TX 75071
- (903) 893-6227
- (800) 876-8221
- (903) 893-5089
- Send Email
- Visit Our Website
Visit our McKinney office at 6657 Virginia Parkway, Suite 200, McKinney, TX 75071. By appointment only.
Our Sherman office is located at 600 E. Taylor Street, Sherman, TX 75090
Planning for Values, Vision and Wealth
Utter Pike Private Wealth Management Group of Wells Fargo Advisors provides wealth management strategies to high-net-worth individuals and families. We believe wealth planning should reflect a client’s life goals beyond just finances. That’s why our clients receive a personalized approach. We work with clients to identify what is important, then create a plan to help them realize their aspirations and establish a legacy plan for their future generations.
With our deep planning experience and investment knowledge, our team can access specialized wealth services across many areas of investment management. Many of our clients have a personal connection to their wealth and are conscious about investing in industries and businesses that work to bring about positive change in the world. Over the years, our team has combined investment expertise with a commitment to community outreach, human equality and ecological sustainability and often times integrate personal values into our client's investment portfolios.
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
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. 0522-00181