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Integrity

Vine & Branch Capital strives to cultivate client relationships built on integrity. Our clients entrust our team with their financial future. We take that responsibility very seriously.

Straightforwardness

We will always be upfront, honest, and direct with our clients in all situations.

Diligence

We strive to endlessly analyze the markets. Our team is prepared to meet and adjust your portfolio to account for shifting market conditions, helping ensure you are always headed down a fruitful path.

Accountability

Vine & Branch Capital prioritizes active communication to provide our clients with clear explanations, breakdowns, and justifications on the performance of their portfolios.

Confidence

Our team aims to instill confidence in all our clients. We have the necessary skills and experience to help our clients achieve their desired outcomes effectively.

Helping Secure Your Financial Future

Vine & Branch Capital provides customized, goal-based planning and guidance for high-net-worth individuals, corporate executives, business owners and their families, as well as non-profit organizations.

We are dedicated to helping our clients build, manage, preserve, and transition their wealth through prudent, objective, and independent investment strategies.

The experienced team of Vine & Branch Capital develops comprehensive, results-focused investment plans. The plans, with the team’s guidance, help enable clients to pursue long-term financial success through every stage of life.

Everything we do from providing sound, personalized investment advice to delivering customized solutions – is designed to give you the freedom and confidence to focus on the things you enjoy most in life.

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, AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OR, SC, TN, TX, UT, VA, VT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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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