Family Guidance

Our team works side by side with you and your family members, to help you navigate through all of the complexities of wealth management.

We encourage multigenerational collaboration and discussion.

Multigenerational collaboration and discussion

Since each family is unique, we focus the conversation on what really matters to your family. We strive to build strong relationships with all family members and provide education to further understanding of your financial priorities and help ensure your wealth transitions smoothly.

Facilitation of family planning meetings

Planning may include many family members.  We coordinate and lead family meetings—assembling family members, attorneys, CPAs, and other investment professionals to review family goals, objectives, challenges and outcomes so all parties work together for your success.

Proactive outreach keeps you informed 

Through face-to-face meetings, conference calls, and/or emails, our goal is for you to stay informed about results and feel comfortable with our progress, no matter where you live or work.
Pittman Wealth Management

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, FL, GA, KY, LA, MD, MS, NC, NY, OH, PA, VA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



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 note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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