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The Keystone Private Wealth Group

The Keystone Private Wealth Group of Wells Fargo Advisors serves a select group of individuals and families – many of whom own family run or closely held businesses.

Whether preparing for a business sale, transition, recapitalization, or strategic partnership, we help business owners navigate significant liquidity events with confidence. Our role extends beyond the transaction itself—we work closely with business owners and their families to prepare for the financial, personal, and legacy decisions that accompany these milestones. By engaging early in the process, we can help maximize opportunities and create a lasting positive impact for generations to come.

Our goal is to help control the controllable aspects of the clients’ financial affairs and serve as the first point of contact for most financial needs of the family. We want every client to feel confident & supported by our disciplined planning, proactive communication, and access to a team of specialists to guide them through every season of life.

We take the time to understand the full context of each client’s situation. Through founder-focused advice, an institutionalized process and early identification of planning gaps, we customize a plan of action designed to help maximize opportunities for long-term success.
Meet Our Team

After many years helping high-net-worth clients achieve their financial objectives, we understand how families’ and businesses’ financial needs have become increasingly complex. Our experience has shown the multiple layers of wealth management can often exceed the capacity and expertise of a single financial advisor. That’s why we embrace the value of a team approach to address every family’s unique circumstances.


Find Your Path to Success


Our comprehensive planning-based process is designed to help you identify, define, and achieve your goals. This comprehensive process is both effective and easy-to-understand, and it puts you on your personalized path to pursuing those important life goals. Your priorities are always at the forefront of our planning process, guiding the path to your desired destination.

After we understand your circumstances and goals, we help you develop an integrated, long-term wealth strategy that addresses multiple aspects of your life. We help you identify and prepare for potential blind spots while addressing the full spectrum of your wealth management challenges.

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Coordinating Your Estate & Succession Planning Strategies

Based on deep conversations and gaining an in-depth understanding of your needs, wishes, and challenges, we can help to ensure your plans are structured to help you realize your most important goals for the future of your family, your business, and more.


Wells Fargo Advisors does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Defining Your Legacy

We are dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs.

Preparing the Next Generation

Our multi-generational investment planning approach allows us to build relationships with your family. When you are ready to have family members meet with us, we take the vitally important first step of starting a dialogue that allows you to begin to share the critical insights and information that you’re prepared to share about your investment plan.

Managing a Family Business

If you’re a business owner who is growing a business, transitioning operations, or selling your business, we can work with you to evaluate your business needs.

Investment Planning

A well-designed plan should reflect your long-term goals and comfort level with risk and will serve as the foundation of our ongoing relationship.

Find Your Path to Success

Learn more about our approach to serving you and your family in your wealth management journey.

Our Approach

Solutions to Your Wealth Management Needs

Discover the many services and solutions from our toolbox that propel you toward your goals.

Solutions & Services

Access Your Account

Review the financial details of your account, get real-time quotes, monitor news and market data, and manage alerts.

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Contact Our Team

Schedule a meeting to discuss your financial future.
Get In Touch
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Why Keystone?

A keystone represents the support point on which all else depends. We work hard each and every day to earn the trust from our clients to become their keystone… their core support point on which they can depend to help them through the journey of life.

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