Our Mission Statement

“WE ASSIST WEALTHY INDIVIDUALS, NON-PROFIT ORGANIZATIONS & FAMILIES IN PLANNING & IMPLEMENTING FOR THE PRESERVATION AND ACCUMULATION OF WEALTH.”

WE DO THIS BY STRIVING TO ASSURE OUR CLIENTS RECEIVE:
  • ON GOING EDUCATION
  • QUALITY INVESTMENTS
  • ON GOING PLANNING
  • BEST POSSIBLE SERVICE

PERFORMANCE, INTEGRITY & QUALITY

Our cornerstone is a commitment to performance, integrity and quality.

Now more than ever, you and your family may feel confused by the sheer number of choices both personal and financial that you face daily. You may be concerned about making the misinformed ones or not doing anything at all.
 

Whatever your fears are about the future, moving ahead without planning ahead, may prove to be the greatest risk of all. We can help you move ahead with more confidence.

 
We can help you make sense of all your concerns by developing with you and your family coordinated and innovative strategies for the present and future for your unique situation. We can help you simplify your financial life. We can help you re-create your paycheck during retirement. We can also help in leaving a legacy for you and your family.


You can gain the benefits of resourceful investment professionals working to provide you with opportunities and solutions. We offer a range of sophisticated capabilities. Our single-minded mission: “To help preserve and grow the assets of high net-worth individuals”.

Our Services

Planning and Advisory: 
We help with Individuals, Trusts, Small Businesses and Non-Profit Organizations.
Investment: 
We have experience in domestic and international asset management, mutual funds, ETF’s (Exchange Traded Funds), portfolio management.
Estate Planning Strategies: 
Estate planning and administration, trust management, and charitable giving services offered through affiliates and nonaffiliated companies.
Access to Lending Services: 
Mortgages, Asset Backed Loans and Lines of Credit, Home Equity Lines, Credit Cards offered through affiliates.
Record Keeping on One Statement: 
Investment tracking made simple. Give your accountant one(1) IRS form 1099 each year.

 
The most important factor is that we consider every one of the above as a personal service available to you. By knowing you, we can help you anticipate your future needs before your future is the present. We invite you to put yourself on track to achieving your financial goals by exploring the advantages we can offer you.

Services We Offer

For all clients we will be glad to work with your Estate Planner, CPA, or any other professional/confidant. We also have several referrals for qualified professionals.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your 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 (AK, AZ, CA, DE, HI, IL, MA, ME, MN, NC, NH, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA, WY). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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