We carefully assess your full balance sheet – including investment asset allocation, retirement accounts, estate planning strategies, real estate holdings and insurance coverage – to provide cohesive solutions designed to help you care for your wealth and your loved ones’ long-term financial well-being.
We construct diversified investment portfolios designed to achieve your personal financial goals and objectives. Our team takes a value-driven investment approach and works with boutique money managers to deliver complementary risk-adjusted return strategies for investors.
As financial advisors, we engage in advisory relationships and our compensation is directly tied to your portfolio. We embrace a team approach and every Financial Advisor is dedicated to providing unsurpassed client service.
There is a minimum fee per calendar quarter to maintain these types of accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.