David Kinnear and Stephen Pendleton

FOCUSED. FLEXIBLE. FORTHCOMING.

With combined experience spanning 50 years, our team brings advanced education, specialized training and an ongoing commitment to personal development. We forge lasting relationships with each individual and family we serve, earned through hard work, integrity and attentive client service.

sunset over river

APPROACH

We employ a collaborative, team-based approach to deliver objective advice to safeguard and advance wealth across generations.

As Private Wealth Financial Advisors, we'll assemble a team of multi-disciplinary specialists across Wells Fargo affiliates to address all aspects of your financial life. We also work closely with your attorney, accountant and other professional advisors to ensure maximum efficiency.

This coordinated and comprehensive approach provides a framework for integrated planning and strategic decision making that fully incorporates asset, liability, income and cash-flow considerations.
sun peeking through trees

PHILOSOPHY

We’re about providing a successful investment experience. That means more than just returns. It means offering peace of mind because investors know that a transparent process backed by decades of research is powering every decision.

Trusting markets to do what they do best – drive information into prices – frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients.

For more than 25 years, we’ve seen the difference our approach has made in people’s lives. Our goal is to help people live better—not just years from now, but today.
tree with fall leaves

DIFFERENTIATION

  • Platform and operating model specific to serving the needs of ultra-high-net-worth clients. 
  • Multi-generational team able to forge meaningful relationships, across generations, to each family we serve. 
  • Integrated, team-based approach to address and service both the asset and liabilities of your personal balance sheet.
  • Deliver the attentiveness and personal counsel of an investment boutique, powered by the global resources and financial strength of Wells Fargo.
Stephen Pendleton

CONTACT US

Connect with us at anytime. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.