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If you are a high earner or have a high level of assets, you probably have high expectations. Not just for your wealth, but for how you are treated. That’s why we founded our practice to reflect the values of the clients we serve: Family legacies, hard work, gratitude, generosity and a community spirit.

Clarifying the Complex


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Do you find yourself striving to achieve multiple investing goals at once? Are you just as concerned with what will happen two generations from now as you are two years from now?

If so, calling upon Private Wealth Financial Advisor specialists in a family office like ours might be in order.

You’ll be served by multi-faceted professionals who embody decades of skill and a wide variety of resources to help care for your singular investing ambitions. And, to help extend your family’s legacy, we will educate you and your next generation on financial matters — basic and advanced — to help you make wiser wealth-related decisions.

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Nuanced Investing Knowledge, Reserved for Select Clientele

Working with us helps ensure you will have continuous guidance from a certified Portfolio Investment Manager (PIM).

This distinction is earned by completing a rigorous, multi-year certification process. Results are monitored for compliance with industry portfolio standards and internal disciplines.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

lineYour Utter, Pike and Dobbs
PIM Advisor has:

  • Passed several securities exams
  • Documented their investment style, strategy, philosophy and research methods
  • Successfully completed advanced training – including an ethics exam, proxy exam
  • Fulfilled an extensive 40-hour portfolio management training course
  • Served as an apprentice with gradually more complex portfolios before earning the PIM designation
Discover the PIM Difference

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Who We Help

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Our team has earned a reputation for delivering industry recognized service for wealthy investors of different backgrounds, goals and circumstances:

business icon Business Owners family icon Growing Families
   
corporate exec icon Corporate
Executives		 retired icon Pre- and
Post-Retirees
   
widow icon Recently Widowed
or Divorced		 corporation icon Corporations and
Foundations
   
physician icon Physicians
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To uphold client expectations and our own high standards, our team continues to earn advanced designations and titles, many of which require us to manage your wealth as Fiduciaries.
Utter, Pike & Dobbs Private Wealth Management Group of Wells Fargo Advisors

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, AR, CA, CO, FL, GA, IN, KS, LA, MA, MI, MO, ND, NE, NM, OK, OR, PA, SD, TX, WA, WI). 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.

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

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