David Kinnear

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

Private Wealth Financial Advisors are committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions.

We work closely with specialists at Wells Fargo Private Bank to provide clients with guidance across many aspects of wealth planning, wealth transfer, lending needs, investments, philanthropy, wealth and retirement planning, family dynamics, and fiduciary services. 

This coordinated and comprehensive approach is designed to support each client’s full financial picture to help them safeguard and advance their wealth across generations.
sun peeking through trees

PHILOSOPHY

Your needs are complex and ever changing, your values determine your plan of action, and you may expect your wealth management strategies to reflect what is important to you—whether it’s guidance, solutions, or personal service. When you work with us, we analyze how all aspects intersect and affect your big picture to reveal fresh, actionable insights that will inform your specific strategy.
tree with fall leaves

COMMITMENT

We will honor our relationship with you. When you work with us, you have a team who takes the time to listen and understand your needs, helps you clarify your goals, and takes seriously the safety and security of your investments. We can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress. Most of all, we will be with you every step of the way.

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.