Serving your best interests is at the heart of everything we do. Through our team-based approach, we leverage the knowledge of leaders from five integrated disciplines to address the financial, social, and personal dimensions of your wealth. We listen and then develop custom solutions tailored to each individual, family, and institution we serve.

Abbot Downing provides you with a team of experienced professionals across our five integrated services. Being transparent is at the heart of everything we do. We offer you the best products and solutions – whether they are our own, in-house solutions or come from an outside provider. And because we are part of Wells Fargo, we are able to provide you with resources and opportunities from our world-class financial partners.

Each and every one of us at Abbot Downing strives to uphold the Abbot Downing values: attentive, experienced, principled, and authentic.