We Believe...

  • We believe in being our client’s Wealth Advocates
  • We believe we have to earn our client’s trust
  • We believe every client has the right to transparent, unbiased, and cost-effective financial advice
  • We believe that our client should be an equal partner in our relationship
  • We believe it is our duty to help educate our clients when it comes to finances
  • We believe Aesop’s fable, Tortoise and the Hare, in that “slow and steady WINS the race”
  • We believe we should provide access to banking and lending services through Wells Fargo affiliates
  • We believe that portfolios should be GOALS-based and do not compete with an index, such as the S&P 500
  • We believe that an Envision® Investment Plan is imperative to a successful relationship
  • We believe it is important for us to listen
  • We believe we should create a service plan that is customized for each client
  • We believe our fees should be fair relative to the market
  • We believe that market volatility is here to stay
  • We believe in partnering with institutional bond managers in today’s uncertain interest rate environment
  • We believe we should do our best to build tax-efficient portfolios
  • We believe that a portfolio should contain “active” and “passive” investment management
  • We believe that there will periods of negative portfolio returns
  • We believe that there are NO guarantees