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 Best-In-State Wealth Advisors for 2021-2024. 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.
Financial Advisor going over paperwork with client

Our Services

At Wells Fargo Advisors, service is a vital component of our culture. We grow stronger, as a corporation and as individuals, when we are fully engaged in serving our communities. We understand that with our resources comes the responsibility to make a real difference. From grassroots efforts to enterprise-wide programs, Wells Fargo Advisors team member volunteers are supporting their communities.
Couple kayaking

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.
Desk with phone and laptop

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 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 (Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2 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 (Source: Forbes.com). 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 Team rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.