Our clients

We provide trusted advice to a select group of highly successful families. We’re proud to have established long-term relationships – often spanning multiple generations – by leveraging our experience and education to help solve complex challenges and build plans best suited to each client.

Company Founders & Executives

Owning or managing a business brings its own unique complexities and challenges. As a financial partner, we understand those complexities and invest in relationships where we can plan for business owners and executives’ financial futures. We assist executives and professionals in planning for challenges such as the concentration of net worth, business valuations, liquidity events, and tax-efficient investing, as well as pre-transaction planning, and retirement and estate planning strategies.

Real Estate Developers*

We collaborate with real estate developers on services such as treasury management, interest rate risk management, and more. In addition, we can provide access to products and services provided by Wells Fargo affiliates that are aimed at meeting their industry-specific needs.

Law Firm Partners

Years of hands-on involvement with the nation’s most successful law firms has given us a distinct perspective on law firm finances. Our team is able to offer access to the Wells Fargo Legal Specialty Group and leverages our deep industry knowledge to help build and preserve our law firm partners’ financial foundations. Philip and Sarah understand partners’ compensation structure, firm benefits, and unique challenges when planning for retirement.

High-net-worth Families

We work with high-net-worth individuals and their families to provide comprehensive wealth management solutions. We customize our suite of financial services to create a plan which fits each client’s financial goals, while also advising clients and their families to provide financial literacy and maintain wealth for future generations.

_{* 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.}