An Experienced Approach to Investment Management

At 1776 Financial Management Group of Wells Fargo Advisors, we provide industry-leading investing strategies for high-net-worth families, corporate executives, and professionals to help build and sustain their wealth for future generations. We are a team of respected investment professionals, united under a shared vision of serving as an unbiased sounding board for our clients’ financial lives. Backed by the resources of Wells Fargo Advisors, we offer a comprehensive range of customized resources with high-touch, white glove service that’s typically unavailable from larger, product-driven financial institutions.
Investment Strategies.png

We construct and implement diversified, time-tested investment strategies which help achieve your goals while reflecting your risk tolerance.

> Read more about our investment philosophy
Our Distinguished Team.png

As your personal family office CFO, we aim to build a strong foundational relationship with you to earn your confidence through the quality of strategies we present, as well as the excellence in which we deliver them. 

> Meet our team