Investment Philosophy
Our investment philosophy is to remain steadfast and flexible. Through the Private Investment Management (PIM) program, Quentin Heffron AAMS™ Financial Advisor, strives to efficiently and personally manage a range of portfolios. His management is well researched and tactical meaning he will make adjustments as he sees markets changing to best position each portfolio. We may bring in other options to complement these strategies.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Team Vision
To bring clients confidence and provide clarity.
We need three things to help accomplish this:
1. Planning
2. Investments
3. Guidance
Core Values
- Integrity – put the client first, the rest will follow
- Responsibility – own your actions. Learn and grow from both positive and negative actions
- Support – support our clients, support each other
Services
- Investment management through our Private Investment Management program (PIM)
- Access to the eMoney planning tool
- Estate Planning strategies
- Generational wealth transfer
- Business succession and exit planning
- Non-profit organization investments and support
¹Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.