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Our Mission

Our mission is to build lasting, trusted client relationships by delivering financial guidance rooted in fiduciary responsibility, integrity, and full transparency. We are committed to helping clients achieve their investment objectives through thoughtful, individualized portfolio management supported by clear communication and unwavering professionalism.

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
 

Meet Our Team

Why Clients Choose to Work with Us

At the heart of our practice is a commitment to helping clients achieve their financial goals through thoughtful, personalized wealth management. Clients choose to work with us for three key reasons:

1. Tailored Portfolio Management:

We offer advisor-directed portfolio management through the Private Investment Management (PIM®) Program. Each portfolio is customized to reflect your unique financial situation, goals, and values—helping ensure your invest­ments align with what matters most to you.

2. Deep Experience and Practical Solutions:

With extensive experience in investments and wealth man­agement, we translate your objectives into clear strategies and actionable solutions. Our team is dedicated to helping you navigate complex financial decisions with confidence and clarity.

3. Long-Term Perspective and Risk Management:

Having guided clients through multiple market cycles, we bring a seasoned perspective backed by a strong founda­tion in asset allocation and risk management. This allows us to continuously refine your strategy as markets evolve, helping you stay on track toward your long-term goals.

We also believe that clarity and confidence come from thought­ful planning. We take the time to get to know our clients per­sonally—understanding what’s most important to them—and use sophisticated planning software to build comprehensive financial strategies around their goals. This process helps ensure transparency and confidence, and we revisit plans to adapt to life changes and market shifts. Our commitment is to work as a team with each client, helping them stay informed, empowered, and on track toward financial success. Although each member of our team brings a unique background and financial experience, we’ve had the privilege of working alongside one another in the Lake Tahoe region for the past five years. Recently, we made the decision to formally partner and join Phillip D. Hurner’s, CFP® practice in Incline Village, Nevada—uniting our shared values, expertise, and dedication to serving clients in this incredible community.

Working With Us

I provide comprehensive investment planning. If we develop a successful working relationship, I will work with you to help achieve your goals.

You can trust that I will responsibly perform all requested services.

I will:

• Treat you with respect, honesty, and dignity
• Act as your advisor, putting your interests first
• Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame
• Explain the implications of the strategies we propose
• Update you by email, mail, and phone
• Be prompt and prepared for our meetings
• Meet with you to review your investment planning needs
• Respect your confidential information

Effective communication and mutual respect are essential to a successful relationship, so we expect:

• Trust • Honesty and full disclosure
• Respect • Responsiveness to requests
• Sincerity • Commitment to our process

I expect you to understand that our recommendations are always based on your best interests. As our client, you need to know that all investment advice will be based on the information you provide to us. I expect you to be fully engaged in the investment planning process.

I believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to:

• Keep each other informed of any new developments that might affect these strategies.
• Meet to review your investment plan and be prompt and prepared for those meetings.

Together, we can build an effective, long-term working relationship.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Office Address

925 Tahoe Boulevard
Ste. 202
Incline Village, NV 89451
Local Phone: (775) 888-4484
Phillip.Hurner@Wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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