Your Goals and Dreams, Our Guidance
Everything you’ve worked hard to earn should be managed with the same level of focus and effort – nothing less.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis. Our Firm has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic, and legacy needs.
Best-In-State Wealth Advisors, Best-In-Class Service
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Gray Daus and Dan Sperow have both been named Forbes Best-In-State Wealth Advisors for 2021-2025. This dedication to excellence demonstrates their zeal for providing high-quality service and advice to their clients. 1
Best-In-State Wealth Management Team
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"Our Only Goal is Helping You Reach Yours"
Our Services
Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers.
Estate Planning Strategies
Everyone can benefit from an estate plan. Preparation can be key to ensuring that nobody is left scrambling. Find out how we can help you through the process.
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Planning For Retirement
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.
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Advisory Services
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.
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Our Process
Our process can help you plan your investments around your most important life goals.
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Investment Products
Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.
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Insurance
Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy.
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Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Our Commitment To You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Why Invest With Us
Our Location
1 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: https://www.forbes.com/lists/best-in-state-wealth-advisors/). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. View additional disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm.
2 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: https://www.forbes.com/lists/wealth-management-teams -best-in-state/). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. Fee paid for use of marketing materials. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.