From a wealth management perspective, your aspirations and goals come first.

We begin our process by getting to know you, your aspirations and financial needs. This approach allows us to weigh your investment objectives in relation to your entire life and consider any special circumstances that could influence our investment strategy. We learn about your family dynamics, the importance of charity in your life, your values and any other issues that surround your wealth and your family.

A fundamental part of our process is ensuring you understand what you CAN and CAN’T control. Sometimes it’s difficult to accept that we cannot fully control things that affect us, like our family, our job and political events. That is why, we believe it is important to focus our time and energy on the things that matter things that CAN be controlled.

Planning Puts You In Control

Your wealth plan is created based on tangible criteria that we can control. It is tailored to your life, aligned to your priorities and managed to meet your unique objectives. It encompasses not only asset management strategies but also liability management¹, insurance² and asset preservation strategies².

With you every step of the way

The Trevisan Bearce Group takes the time to listen and understand your needs so we can build a plan focused on the things that can be controlled. As financial questions come up, or when your circumstances change, we are here to provide you with the answers and financial counsel you need to make smart financial decisions.

Our high-quality service helps you stay in sync with your plan and instills confidence in your future.

1  Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. 

Wells Fargo Bank, N.A. 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 without a relationship with Wells Fargo Bank, N.A

2  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

3. The Trevisan Bearce Group is not a legal or tax advisor. You should consul with your attorney, accountant and/or estate planner before taking any action.

4.  Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

5 Asset allocation does not guarantee a profit or protect against loss in a declining market.

6 Alternative investments carry specific investor qualification which can include high income and net worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.