Sponsored by Feld Weinstein
For nearly three decades, Ira Feld and David Weinstein have guided families and business owners through major financial decisions with trust and precision. Now, as the Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors, they’re expanding their reach while staying true to a client-first approach.
The group’s nine-member team advises high-net-worth families, business owners, and institutions on a range of topics, including investment management, estate planning strategies, mergers and acquisitions, and philanthropic giving. The new affiliation with Wells Fargo Advisors enhances their ability to serve as a “personal family office” for clients—coordinating with trusted professionals such as attorneys, accountants, and tax specialists to help guide financial decisions through every stage of life and business.
“We’ve been able to add even more depth through comprehensive planning,” Weinstein says. “Our goal is always the same—helping clients achieve their goals with the least amount of volatility and the highest probability of success.”
Feld and Weinstein have worked together since 1997, building a team that reflects the evolving needs of today’s wealth management clients.
“We purposely set up our team to be multigenerational,” Feld explains. “David and I connect naturally with clients who’ve built businesses and are now thinking about succession or retirement. But we also have advisors who are in their late 30s and early 40s and relate really well to clients raising families, planning for college or buying a first vacation home.”
“My focus as a CERTIFIED FINANCIAL PLANNER® is comprehensive planning,” Collette adds. “Our move to Wells Fargo Advisors allows our advice for business owners to go even further by leveraging access to Wells Fargo affiliates.”
“I’ve worked closely with Feld Weinstein for many years,” Fawley says. “I’m very excited to expand what I can offer my clients through the resources of Wells Fargo and the expertise of the Feld Weinstein Private Wealth Management Group.”
“When you have grandparents, parents and grandchildren all working with us, each generation has its own financial priorities,” Feld says. “Our structure allows each to work with the advisor who best understands their stage in life. That approach has really resonated.”
As financial markets evolve, Feld and Weinstein see timeless principles—discipline, patience and planning—remaining at the core of successful wealth management.
“We’ve seen a lot of trends come and go since the ’90s,” Weinstein says. “What doesn’t change is the need to help clients stay focused on long-term goals and filter out the noise from headlines and short-term market moves.”
“We’re proud of our roots,” Feld says. “But we’re even more excited about what’s ahead.”
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-04232027-8534756.1.1.
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