Freeing you to focus on what matters

With over 100 years of combined experience, Fryar Private Wealth has worked to help clients like you reach their financial objectives and simplify their financial lives. Our goal for you is simple: We want to give you more of your most precious asset – your time.

We do this by thoroughly understanding your near- and long-term objectives, tailoring an investment plan that reflects your unique financial needs and values, and building you a portfolio of carefully screened investment managers.

Our planning process is designed to ensure that your entire financial life is integrated. We’ll work with you to seamlessly coordinate your investments, estate planning strategies, insurance and more, so that you stay prepared for the future as your life continues to evolve.

What We Offer

Throughout our relationship, we will:
  • Obtain a full picture of your financial goals and how much risk you can tolerate, and then customize an investment portfolio for your unique requirements.
  • Meet to review your portfolio carefully and for the long term, focusing on a diversified collection of investments while striving to minimize those investments’ costs.
  • Review your portfolio and recommend needed changes as financial markets and your life evolve.
  • Provide you with dedicated service and personal attention, always prioritizing your interests above all others (including our own).
Fryar Private Wealth

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 (AK, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NV, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI). 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.

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