An experienced, holistic and efficient approach to wealth management – delivered from three cities.

From our offices in Chicago, Radnor, PA, and Charlotte, we serve over 200 families and institutions with our team of:
  • Five MBAs from The University of Chicago (2), The Wharton School (2), and Villanova (1)
  • Two of Barron's Top 1,200 Advisors in the United States for 2018-2024, Jay Beaulieu2 and Dave Tracy2
  • Two of Forbes Magazine's 2020-2024 Best-in-State Wealth Advisors. Jay Beaulieu (PA)3, Dave Tracy (IL)3
  • One of Forbes Magazine's 2023 Top Next-Gen Wealth Advisors Best-in-State, Jen Guarino (PA)5      
  • One of Forbes Magazine's 2023-2024 Top Women Wealth Advisors Best-in-State, Jen Guarino (PA)7
  • More than 20 years' experience since the team's inception
  • Over $3.8 billion in client assets as of March, 2024
  • Seven experienced client associates and a 99% client-retention rate

1 Dave Tracy and Kelly Priess are University of Chicago MBAs, Jay Beaulieu and Chris Adams are Wharton School MBAs and Jen Guarino has a Villanova MBA
2 The Barron’s Top 1,200 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
4 Not currently practicing.
5 The Forbes Top Next-Gen Wealth Advisors Best-in-State 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
6 2024 Forbes Best-in-State Wealth Management Teams 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, 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.
7 2024 Forbes Top Women Wealth Advisors Best-in-State The Forbes Top Women Wealth Advisors Best-in-State 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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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