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Building Enduring Legacies

Managing the full impact of significant wealth involves more than traditional financial services. With Abbot Downing, you can expect big-picture thinking and custom strategies. We have access to some of the highest quality resources and people in the financial industry. We work closely with you to understand and anticipate your needs by asking questions and listening. Then we present appropriate solutions. Objectivity, flexibility, and discretion are the cornerstones of every relationship.

Client - Relationship Manager: Asset Management, Planning & Family Dynamics, Trust, Fiduciary, & Administrative Services, Private Banking, Foundations & Endowments

At Abbot Downing, we build lasting relationships with individuals, families, foundations and endowments. You'll receive the dedicated service and specialization of a boutique firm, all backed by one of the strongest financial institutions in the world, Wells Fargo.