Devenir LLC

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Mount Yale Capital Group LLC is a Minneapolis-based investment firm that offers a range of services including CIO services, portfolio design, trading services, and advisor support services to RIAs, multi-family offices, and other financial professionals. With a team of experienced professionals and a focus on macroeconomic research, the firm provides tailored solutions to help elevate advisory businesses. With a second office in Denver, Mount Yale Capital Group LLC serves clients nationwide, offering portfolio management, trading and rebalancing, billing and performance reporting, and proposal generation. Committed to privacy and security, the firm emphasizes unauthorized access monitoring and adheres to ADV Privacy Policy Form CRS.Generated from the website

Snow Pine Private Wealth, led by a team of experts at UBS Financial Services in Minneapolis, specializes in providing tailored financial planning and wealth management solutions for business owners. Their comprehensive approach supports clients in navigating the complexities of business growth, succession planning, and post-sale transitions while prioritizing both personal and business financial health. With a commitment to developing long-term relationships, Snow Pine Private Wealth focuses on understanding each client's unique goals and challenges. Their team, led by Managing Director Derek Cherne, utilizes global resources to deliver customized strategies aimed at ensuring the financial success and well-being of high net-worth families and closely held businesses. Generated from the website