Individuals and Families

Our team of specialized professionals offers an innovative, comprehensive suite of services to address the financial, social, and personal dimensions of multigenerational wealth, offering guidance and expertise in crucial areas of wealth management. Our disciplined approach, drawing on years of experience, will guide you through a holistic process while emphasizing the principles of service, transparency, trust and integrity.

We seek to provide trusted insight and guidance for many questions that come up throughout your life:

•  How do I make sure my investments are aligned with my goals and objectives?
•  How can I plan for a career change?
•  How do I balance funding education with saving for retirement?
•  How much do I need in order to retire?
•  What type of tax-efficient strategies can I take advantage of?
•  How should I plan for healthcare costs in retirement?
•  How can I plan to leave behind a lasting legacy?

Unique wealth encompasses not only considerations of financial capital, but also individuals, families, and future generations. We understand the importance for young people to take on expanded responsibility and accountability for money and other tasks related to stewardship. Our team’s focus on next-generation financial education aims to address this importance and ensure the longevity of your legacy.

Every family is unique—contact us today to discuss customizing a strategy to address your specific needs.



Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.


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, CA, CO, CT, FL, GA, HI, IL, MA, NC, NJ, NY, PA, SC, VA). 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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