I’m Gary Bezilla together with Alan Kenny and Katie Phifer. We found that our team with the purpose of providing comprehensive wealth management solutions for high net worth families, business owners and foundations. My name is Alan Kinney and our experience tells us that clients do not want a cookie cutter approach to their wealth management. High net worth clients desire solutions that are customized to their unique circumstances.

I'm Katie Phifer, and our process begins by first developing for you a written wealth management plan. As a Certified Financial Planner practitioner, I have the education and background to assist our clients and their families through the investment planning process. Depending on the client's unique circumstances, this may include cash flow planning, philanthropic giving, or legacy planning for the next generation.

Alan and I are senior PIM managers, and we are among a select group of advisors who are certified by Wells Fargo Advisors to manage portfolios on discretionary basis. Asset allocation and diversification are cornerstones of our investment philosophy. The portfolio we built for you is customized to your goals and objectives that are outlined in your written wealth management plan. Managing clients wealth oftentimes requires specialized services and coordination with other professionals.

We can offer access to a deep, broad range of resources from Wells Fargo, including expertise in estate planning, philanthropic strategies, trust services, life insurance, long term care, business advisory and much more.

We have a platform for these services to seamlessly coordinate with your CPA and attorney.

I am proud of our team of six investment professionals. Our team was once again named by Forbes magazine as one of the Best In-State Wealth Management Teams for 2024. I personally have been named as a Best in State Wealth Advisor for South Carolina for the past seven years and  Alan was named as a Best Interstate Wealth Advisor in the state of Georgia, and five previous years.

Thank you for visiting our website, and please don't hesitate to contact us if we can help you with your wealth management needs or provide a second opinion of your investments.