We are glad our paths have finally crossed.

It’s likely you arrived here because someone who cares about you introduced you to us. Welcome. We invite you to look around and see for yourself if we live up to the hype.

Let's start with this...

If You Want Help…		Know That…
Feeling in control of your investments and your life	>	We’ll provide a plan that liberates you from uncertainty.
Experiencing all your life has to offer	>	We will show you the bounds of possibility that your finances offer you.
Extending your generosity for generations	>	You’ll have a planning team who’s seen and been through it all to help make it happen.

We Understand Your Hesitancy

From our experience, most of our referrals come to us initially feeling one of three ways:

1	Skeptical because they feel like they’ve accumulated a bunch of investments from the past, and they have no way of knowing if those investments align with their goals.

2	Frustrated because they feel they have made some poor decisions that have led to costly mistakes. Now, they sense that their time is running out. And to aggravate matters, they have not talked to their advisor in a while.

3	Overwhelmed or intimidated by investing. They don’t know where to start, which can result in decision-making paralysis and inaction.

It would not surprise us to find that you, also, feel this way.

Rest Assured, We Favor Quality of Relationships Over Quantity

We believe that these frustrations stem from the number of clients that a financial advisor chooses to maintain. As the number of clients grow, advisors’ incentives begin to change, and service levels can diminish. That’s why we have structured our practice to ensure our continual accessibility and availability, so you can meet with us when you most need us.

You are a real person with real worries and goals. So, our business plan is to grow you… your trust and your wealth. Since we charge a percentage-based advisory fee on the assets that we manage, as you grow, we benefit also.

Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.