INTEGRITY

Our mission is to provide objective guidance helping our clients grow, protect, and pass on their wealth.

A DISCIPLINED APPROACH TO INVESTING

Our mission is to provide objective and timely financial guidance helping individuals, families, and organizations build, manage, protect, and transition their wealth. Vine & Branch Capital believes that high levels of personal service, integrity, and trust are critical to building successful client relationships. Our team is dedicated to maintaining those values while working together with you to develop a comprehensive wealth management plan for your unique financial circumstances.

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BUSINESS SERVICES

RETIREMENT PLANNING

EDUCATION PLANNING

ESTATE PLANNING STRATEGIES

NON-PROFIT ORGANIZATIONS

TRUST & FIDUCIARY SERVICES

GUIDING GENERATIONS WITH PURPOSE AND CLARITY

At Vine & Branch Capital, we provide thoughtful, objective financial guidance to help individuals, families, and organizations navigate life’s financial milestones. Our commitment to integrity and personal service is the foundation of every relationship we build.

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This information is intended for use only by residents of (AL, AR, CA, DC, FL, GA, IL, KY, MA, MD, MI, MO, MS, NC, NY, OH, OK, SC, TN, VA, WA). 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.

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