Karen Poma's Contact Details

Karen Poma's Company Details

Abbot Downing

Minneapolis, MN, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. Our boutique service model allows us to collaborate with clients to manage the full impact of wealth; addressing its financial, social and personal dimensions through a dedicated team, representing six service areas:• Asset Management• Institute for Family Cultureo Family and Business Historyo Family Business Transitionso Family Dynamics, Education, and Governanceo Social Impact Analysis• Legacy and Wealth Planning• Private Banking• Trust, Fiduciary, and Administrative Services• Foundations and EndowmentsEach Abbot Downing relationship manager works with a small number of clients, which allows the dedicated team to fully understand, anticipate, and ideally serve client needs. Solutions are customized to meet each client's circumstances and goals. The result is a finely crafted strategy designed to deliver desired results and a meaningful legacy for future generations.Backed by the strength and stability of Wells Fargo, Abbot Downing's comprehensive wealth management services range from asset management to family dynamics and education.DisclosuresAbbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Member FDIC. NMSLR ID 399801.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 InvestedWCR-0320-00009.