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.
Dan Sperow and Gray Daus

Best-In-State Wealth Advisors, Best-In-Class Service

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
Sperow Daus Team

Best-In-State Management Team

It’s not just our Advisors that are Best-In-State, it’s our entire team! We are proud to have an experienced, multi-generational service team well-equipped to support our clients every wealth management need. 2

"Our Only Goal Is Helping You Reach Yours"


We lean into globe-spanning resources and advanced analysis while working in tandem with outside professionals to develop a strategy worthy of your wealth.

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.
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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.

Financial Advisor going over paperwork with client

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.
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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.
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Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.
1 See Full List of Winners: Forbes Award Page

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 See Full List of Winners: Forbes Award Page

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 (Source: https://www.forbes.com/lists/wealth-management-teams -best-in-state/). 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. View additional disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm.