Three Decades of Customized Wealth Management and Guidance

Backed by more than 100 years of combined experience, the Heslinga & Tate Private Wealth Group seeks to provide the knowledge and resources to help high-net-worth individuals and families, institutions, non-profits, and a variety of medium and large businesses make intelligent decisions in many areas, including:

Investment Management | Financial Advising | Performance and Risk Monitoring

Portfolio Analysis | Fee-Based Asset Management | Retirement Planning


Our team of Financial Advisors and Client Associates is here to help you with all of your financial needs. As part of the Wells Fargo Corporation – one of the world's leading financial institutions – our qualified investment professionals also have access to a broad array of company resources, including research analysts and economic experts who help us make informed investment recommendations based on your specific needs.

The Heslinga & Tate Private Wealth Group can help you navigate today's investment markets and pursue your unique financial goals and dreams. We offer comprehensive, multi-generational wealth management planning, and we're proud to work with a diverse group of clients across varying professions, demographics, and locations.