Guiding Your Future - Together
"I sit on the same side of the table as you, sharing your perspective and helping you make decisions that align with your objectives. I'll also collaborate with your family and your other professional advisors to help bring coordination and simplicity to your financial situation. "
David Clements, Managing Director – Investments
Our Award-Winning Team
Forbes Best in State Wealth Advisors
David Clements, Managing Director - Investments, has been named a Forbes Best-in-State Wealth Advisor for the fourth year in a row (2022-2025)
Looking For a Second Opinion on Your Portfolio?
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Second Opinion Service
Wells Fargo Investment Institute’s 2026 Outlook
WFII’s 2026 outlook emphasizes the positive trends shaping markets, including policy tailwinds and technological innovation, with U.S. growth expected to lead the global economy. Click below to download the full 2026 Outlook.
Download Here2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23–6/30/24. (Source: Forbes.com).
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.