We are a boutique advisory team serving the needs of affluent individuals and families. Our team's core strengths in cultivating relationships based on trust, developing customized solutions, and delivering exceptional service give our clients a high degree of confidence.
Our integrated approach to wealth management begins with coordinating an investor's life needs and financial goals (investment planning). We manage assets and execute strategies to help achieve specific goals (portfolio management) while supporting efficient wealth transfer across generations (wealth preservation).
In both bull and bear markets, we help our clients prepare for their financial future by communicating through meetings, conference calls, and educational symposiums. Our discretionary portfolio management capabilities* can help relieve our clients from daily investment decisions so that they can pursue their interests. The result is advice you can trust from a team that cares about what is happening in your life.
*Available through the Private Investment Management program.
The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.