Next-Level Guidance for Next-Level Wealth
Everything you’ve worked hard to earn should be managed with the same level of focus and effort—nothing less.
Basil Barouki has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities
Estate Planning Services
Formally documenting your wishes for your estate may seem daunting, as it involves grappling with your mortality. But it is crucial part of a comprehensive wealth plan, one that goes beyond finances and cash flow.
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Philanthropic Strategy
Basil Barouki can refer you to specialists at Wells Fargo Bank Philanthropic Services, who have the knowledge and experience to help clients incorporate their charitable vision within their overall wealth management plan.
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Treasury Management
Basil Barouki provides access to Wells Fargo Bank who offers treasury management technology to simplify and streamline your business.
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Trust Services
Passing along your legacy to the next generation can seem like a daunting task with many tactics, roles and guidelines to consider.
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Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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