Building wealth takes discipline, time, and often a fair amount of uncertainty.
Where many investors struggle is not in accumulating assets, but in turning what they have built into a coordinated, intentional plan.
For the past 12 years, clients have come to us with multiple accounts, strategies, and advice accumulated over time. We believe our role is to step back, evaluate the full picture, and bring everything into alignment in a way that is thoughtful, tax-aware, and intended to hold up over the long term.
Our Team
We bring different areas of focus to our work, allowing us to evaluate decisions from multiple perspectives and arrive at more disciplined outcomes.
Paul Johnson
Managing Director - InvestmentsPaul leads the team’s investment process, including portfolio construction, manager selection, and ongoing oversight. His work emphasizes risk management and maintaining discipline across market cycles.
Seth Koestler, CFP®
Financial Advisor, Associate Vice President – InvestmentsSeth advises clients across both wealth planning and investment decisions, helping bring structure to complex situations, think through tax implications, and make informed choices over time.
CA Insurance License # 4045530. Resident State MN.
We operate as an ensemble, combining our perspectives across investment strategy and wealth planning. While Paul serves as the senior member of the team, we believe our clients benefit from a collaborative approach that integrates both viewpoints into each recommendation.
Recognition
We focus on long-term relationships and consistent advice. Recognition such as this reflects that work rather than defining it.
Forbes Best-in-State Wealth Management Teams in 2025, 2026
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. See full disclosureThe Clients We Work With
The clients we work with tend to share a common need: clarity across multiple financial priorities and time horizons.
Common Questions
It is common for investors to ask:
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Whether consolidating accounts would improve organization or oversight
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Whether assets are positioned efficiently from a tax perspective
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Whether current allocations reflect an appropriate level of risk
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Whether estate planning strategies are aligned with current goals
If you are unsure whether your current strategy reflects your full situation, a second perspective can be helpful.
Wells Fargo Advisors does not provide legal or tax advice. Specific questions as they relate to your situation should be directed to your legal and tax advisors.
