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Private Wealth Management

Tailoring your strategies to your goals and legacy

We understand that your wealth is more than just money—it’s the foundation for your family’s future, a vehicle for your values, and a tool for lasting success.

United by Trust and a Shared Commitment to Your Success

At The Burris | Osness | Sankey Private Wealth Management Group of Wells Fargo Advisors, we take a holistic approach to wealth planning, crafting strategies that help to safeguard your wealth, preserve your legacy, and enhance your financial future.

As an experienced wealth management team, we specialize in personalized wealth planning, providing access to comprehensive investment solutions and delivering exceptional, tailored client service every step of the way.
Meet the Team

Honored to be Recognized

Forbes Best-In-State Wealth Management Teams 2026, 2025 & 20241

Burris | Osness | Sankey Private Wealth Management Group

of Wells Fargo Advisors

 

This award is a reflection of the trust our clients have placed in us over the years.

Comprehensive Services

We are extremely proud of the quality advice, wealth planning, and investment management we deliver and are committed to supporting each client’s full financial picture to help them preserve and grow their wealth across generations.

Wealth Planning

Tailored plans to help you navigate life's twists and turns.

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Advanced Solutions

Financial strategies to help grow and preserve your wealth.

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Business Advisory

Advice and guidance for business owners.

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How Can We Help You?

Our passion for wealth planning helps ensure you can enjoy the life you envision while passing on your values and financial legacy to future generations. Through close coordination and collaboration with Wells Fargo affiliates, along with other trusted legal and tax professionals, we work together to design wealth strategies that align with your personal goals and support your family’s future success.

Helping you achieve your vision of the future.

Advice and guidance across both personal and business finances.

Addressing your unique financial needs.

Helping you achieve your vision of the future.

Advice and guidance across both personal and business finances.

Addressing your unique financial needs.

You Have Important Goals

Let’s talk about what matters most to you.

Contact Our Team
     

1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. See additional award disclosures.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.