Our primary focus is understanding who you are, and what makes you unique. We provide a whole team approach to uncover every layer of your financial goals, and fully understanding your short term, mid-term, and long term objectives. We oversee wealth for people who do not have the time, information, or resources to manage it effectively themselves. Our clients are high net-worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented investment planning. Our group also works with government agencies, employee benefit plans, 401k's and ERISA qualified plans, endowments, foundations, family offices, and other institutional entities. We are interested in long-term relationships, not individual transactions. We design detailed investment plans and estate plan strategies for our clients, taking into account their investment needs, ability or willingness to assume risk, time horizon, and other factors that may affect their investment decisions. Not only do we design strategies for our client’s assets, but also their liabilities. Through our vast resources, we are able to meet our client’s personal and commercial needs with access to lending services through Wells Fargo affiliates, as well as our client's liquidity needs.
We do this with a method called the "A-B" Approach:
1. A is where you are today; B is where you want to be.
2. The shortest distance between two points is a straight line.
3. Our job is to pick the investments that help you get to B.