We start with your life and plan your wealth around it.

Every family has their own unique financial situation. We take a comprehensive approach to planning that considers your risk tolerance, time horizon, income, assets, liabilities, and your distinctive situation. To help make informed decisions, we draw on the knowledge and experience of each member of our team, along with the extensive resources available within Wells Fargo Advisors, to coordinate our recommendations with your plan. 

Getting to know you

Everything begins with you. The goal is to engage and immerse you in the process. It all starts with a conversation. We want to learn about you, your family, your work life, and personal life. We strive to focus on not only your goals, but your fears or concerns as well.

We focus on understanding your:

• Dreams and priorities

• Fears and concerns

• Risk tolerance

• Assets & liabilities

• Sources of income and cash flows

• Liquidity needs

• Retirement goals

• Estate investment planning needs

• Risk management and insurance needs including, life, long-term care, and disability