As your personal family office CFO, we aim to establish a long-term relationship with you and deliver individualized service and objective advice for your complex needs. We work hard to serve your best interests as we earn your confidence through the quality of strategies we present and through the excellence in which we deliver them.

While working with our team, we provide you access to a suite of family office services in a boutique environment within the vast resources of Wells Fargo Advisors. We can draw upon the experience of additional firm specialists in areas such as lending, trust, and estate planning as well as investment research to help you maintain flexibility and control over changes in market conditions and life events. We collaborate with your other trusted advisors to help enhance, preserve, and transfer wealth based on your aspirations.

Wealth management

A well-designed plan should reflect your long-term goals and comfort level with risk and will serve as the foundation of our ongoing relationship.

We provide a three-part plan for success:

We Listen We want to learn what’s important to you and what your goals are. Successful client relationships start with open conversations to prioritize your goals, identify your unique financial vision, and understand what is important in your life.

We Plan Once we have a clear understanding of your goals and values, we will tailor a custom investment strategy utilizing the appropriate solutions from a wide range of services and resources. Your needs are complex, but access to solutions and resources should not be.

We Execute Managing money is important but managing wealth is essential. We will implement a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon. We will continue to work together while reviewing and adjusting your investment strategy as necessary through any life changes or major events to keep your goals and needs aligned.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.  

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state. 

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.