Our team’s disciplined approach combines personalized multi-generational wealth management for individuals and families with retirement plan services for businesses. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.

Transcript

Why We Love Our Jobs

Some people think this work is all about money. But it’s not. It’s about friendship, integrity, and trust. And we help families live the life they want, and in some special cases, the life they thought they couldn’t have.

Our Accolades

Lawrence E. Smith, Managing Director – Investments, and C. Scott Sutcliff, Senior Vice President – Investments, have received the following awards:



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Lawrence E. Smith                                                                                                                              C. Scott Sutcliff

  • Lawrence E. Smith, Named one of the Forbes Best-In-State Wealth Advisors, 2021, 2020, 2019, 2018
  • Lawrence E. Smith, Named one of the Barron's Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017
  • C. Scott Sutcliff, Named One of the Financial Times Top 401 Retirement Plan Advisers, 2017, 2016, 2015


2018-2022 Forbes Best-In-State Wealth Advisors

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 survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017-2020 Barron’s Top 1,200 State By State Advisors

The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, DE, FL, HI, ID, IN, MO, NC, NJ, NV, OR, PA, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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