How We Help Our Clients

We help individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. Our clients have a unique set of needs and goals. Our goal is to help our client with each phase of the wealth management process.

Comprehensive Wealth Management

As an independent money management group, we are not tied to the proprietary products of a firm. Rather, our goal is to provide an efficient and cost-effective investment portfolio to meet our clients' goals.
Through our Wells Fargo affiliates, you have access to banking services, including securities-based line of credit, residential mortgages, home equity financing, small business financing, and credit cards.
We believe that wealth is created through concentration and preserved through diversification. Using various risk management tools, we can help businesses and individuals protect their wealth.
Proper trust and estate planning is the cornerstone of developing a lasting legacy and transitioning wealth. Working with relationships inside and outside of Wells Fargo Advisors, we help our clients transition wealth to their next generation.

Our Four-Step Planning Process

1. Listen & Understand

The first step in developing our plan is to listen and understand your needs and goals. At this time we will gather all of the necessary information and come to an understanding as to how you would like to proceed with the planning process.

2. Analyze & Develop

With four CERTIFIED FINANCIAL PLANNER™ practitioners on staff, we are equipped to tackle a wide array of wealth management challenges. Using our own customized investment planning process, we will look at a client's situation and develop a comprehensive investment plan.

3. Implement

Using an independent, objective, unbiased and cost-effective approach, we will implement your plan using the best resources available to us.

4. Monitor & Adjust

Neither our plan nor our relationship stop with the implementation, but rather we strive to monitor, evaluate, and adjust your plan as changes in your life and the marketplace arise.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts

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Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action