Experienced Wealth Management

We provide custom financial strategy solutions that are designed to help articulate and achieve each client’s goals.

team pic

Why Should You Work With Us?

  • We carefully listen to create a plan that reflects specific visions, values, goals and priorities.
  • Together we bring 100+ years of combined professional experience and training that has earned us the respect and trust of high-net-worth individuals, families, charitable foundations and institutional clients. 
  • We guide our clients through the decision making process of investing to help keep the plan on track to achieve long term goals.
  • Our team delivers the highest level of personalized service.

Every relationship we build is unique and important to us.

We look forward to working with you.

To schedule a confidential exploratory meeting, please contact Karen Piper.

ADVISORS

Dr. Geoffrey A. Silver, CFP®, Ph.D.*
Managing Director - Investments
(310) 288-5416		 Adena M. Smith
First Vice President - Investments
(310) 288-5418


ASSOCIATES

Karen Piper
Senior Registered Client Associate
(310) 288-5456		 Brooke Koenig Bolona
Client Associate
(310) 288-6003
CA insurance license# 0a36928
CAR# PM-11082025-6611875.1.1


*Ph.D. in Economics  

Photography taken by Geoffrey Silver, Managing Director - Investments

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, MD, NJ, NM, NY, OH, OR, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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