Our group helps analyze every aspect of our clients’ financial lives – including assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies – and execute approved plans designed to help achieve well-defined objectives. This also encompasses benchmarking progress toward reaching financial goals and making necessary adjustments to our recommendations.

We offer a customized advisory portfolio management approach that utilizes active asset allocation management with the goal of long-term capital appreciation. Through the PIM program, we manage portfolios in a discretionary manner for investors who seek the flexibility to efficiently build and maintain a customized portfolio using a diverse selection of investments.

Our recommendations are frequently coordinated with other professional advisors – such as your attorney, accountant, family office, and estate planning professionals ─ before being implemented.

_{The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}