Our Investment Approach

As Private Investment Management (PIM) Portfolio Managers, Gary Bezilla and Alan Kinney serve as your personal investment managers and hold themselves to the fiduciary standard of client care.

Focusing on what matters most

Our approach to investing aims to bring to light those things that matter most to you and your family. We want to understand you beyond your financial needs so that we can help identify your true priorities and values.
Effective wealth management begins with careful consideration of every issue we must work through to successfully address your goals for building, maintaining, and transitioning your wealth. 

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Planning your retirement


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Managing your investments and risk


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Defining your income goals in retirement


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Making sustainable investing decisions

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Creating your legacy 


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Donating to charities and organizations


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Providing access to Wells Fargo affiliate services


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The Envision® Process