Investing lies at the core of our business structure. As a principle, we don’t “shoehorn” our clients into portfolio models – each client’s goals, personal situation, and preferences are different and require specialized treatment outside of a cookie-cutter mold. 

We have a small number of significant client relationships so that we can dedicate substantial time and energy that you deserve. We move through a fluid process so that your portfolio is situated within the context of a holistic and cohesive wealth plan. 

Here’s our approach to your investing needs. 
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Spending time with you – understanding your personal and financial situation, as well as your short- and long-term goals that your investments should support 

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Portfolio Creation.png

Creating a customized portfolio based on your risk assessment, time horizon, tax needs, and future goals


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Putting your portfolio in motion when you feel confident 




Have you seen simulations of your portfolio’s performance USING THE ENVISION® PROCESS_ and are you satisfied with them NEW.png
Customized Solutions.png

Savings plans, insurance coverage, charitable giving strategies, business owner solutions, etc.

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reviewing Plan NEW.png

Revisiting and revising your plan as your life changes


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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

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, MA, MO, NC, NJ, NY, SC, TN, TX, VA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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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