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Brice A. Logan
Managing Director - Investments
PIM Portfolio Manager
When asked what I do for a living, my simple response is, "make other people look good."
As Financial Advisors, our team helps a select group of clients build, manage and transition wealth. We do this by using the four cornerstones of wealth: Investments, Risk Management, Liability Management and Fiduciary Services (through affiliates). Our process starts by listening. We then study, analyze, develop, model and test various ways to meet your objectives; always seeking solutions customized to your needs.
We explain our findings and present recommendations in plain, simple English, with little technical jargon. Our recommendations are independent, objective, and unbiased, always mindful of controlling costs and expenses. We'll meet to review and evaluate the plans that have been put in place to make sure they're meeting expectations, and, if they're not, we'll take appropriate action.
We'll make adjustments to your plans as material changes inevitably occur in your life and the lives of your family. We bring our education, advanced training and a commitment to ongoing professional development to every relationship. And we do so with passion, commitment and energy to help our clients succeed financially.
CA Insurance License# 0C78138
Resident State: WA
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Investment expertise and advice in an effort to help clients succeed financially





