While our practice emphasizes comprehensive wealth planning, our approach to investment management is intentionally distinctive. We utilize a fee-based discretionary model, with Emmerson Small serving as your dedicated Portfolio Manager.
By entrusting experienced investment professionals to guide your strategy, manage your portfolio, and rebalance your investment mix when needed, you’re freed from the time-consuming task of selecting and reviewing individual investments.
Once your portfolio is allocated, your Portfolio Manager actively oversees its performance, reviews market conditions, and helps ensure your investments remain aligned with your evolving needs and objectives. This proactive, personalized approach helps keep your financial strategy on track—so you can focus on what matters most.
* Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.
By entrusting experienced investment professionals to guide your strategy, manage your portfolio, and rebalance your investment mix when needed, you’re freed from the time-consuming task of selecting and reviewing individual investments.
Once your portfolio is allocated, your Portfolio Manager actively oversees its performance, reviews market conditions, and helps ensure your investments remain aligned with your evolving needs and objectives. This proactive, personalized approach helps keep your financial strategy on track—so you can focus on what matters most.
* Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.