* The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survery was used for rating. This rating is not related to the quality of the investment advice and based on solely on disclosed criteria.
This Spring, we organized a food and supply drive for the local charity, Beverly Bootstraps and ultimately donated 251lbs of items. Beverly Bootstraps provides critical resources to families and individuals so they may achieve self-sufficiency. They offer emergency and long-term assistance including food and housing stability, adult and youth programs, education counseling and advocacy. The Beverly Bootstraps is entirely community funded and supported.
Helping You Live the One Life You Have the Best Way You Can
We provide trusted wealth management to a select group of highly successful individuals, families, and institutions. We seek to elevate your goals and hopes while helping to reduce risk and fear.
Building a long-term, trusted relationship through sound investment planning and ongoing wealth management allows you to live your best life. We plan for and address the complexities of wealth management by drawing on the vast resources within our team and as part of the Lee Wealth Management Group of Wells Fargo Advisors.
Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.