Our approach

When we have committed to working with you, our team takes a threefold approach to tending to your wealth management needs and future goals. 

We take a “boutique” approach to our practice, focusing on a specialized target market. We are well-connected and have the access to the resources you need within the industry. You won’t get lost in a sea of our clients because we deliberately devote time and attention to you, your goals, and your progress.

Our team works to deliver an all-encompassing, personalized, and coordinated approach to managing investment, business, and wealth management plans. We’re able to deliver high-quality care by providing access to Wells Fargo Bank, N.A. and working with your other financial professionals to craft a cohesive plan that is specific to you and your goals.

Our team becomes indispensable in our clients’ lives. We serve a select number of clients because we believe in the power of focusing on an intimate group and creating a mindset and work ethic centered around service to those people. Our clients come for our expert advice, but they stay for long periods of time because they trust that we can continue to provide the things they need.
Wells Fargo Bank, N.A., Member FDIC, offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.