The Ideal Client


We see our team as specialists for a select number of families rather than a generalist for a huge number of families.  

Our "Triple-A" Clients have the following positive traits:  Assets, Attitude, and Advocacy.

ASSETS

We have found that we have the best relationships with clients who have a minimum of $250,000 in investable assets.  This allows us to take a holistic approach, considering the multi-disciplinary aspects of your financial reality, such as your investments, estate strategies, tax-efficient investing strategies, insurance reviews, and retirement income planning.

ATTITUDE

We are looking to work with people that we have chemistry with and are fun to talk to. We want to be viewed as trusted advisors rather than salespeople. We like working with people who see the value we add.

We are looking to be empowered as a central figure in all your financial considerations.  Our goal is to develop a meaningful long-term relationship with our clients. 

We don’t want to be one of several people selling hot ideas. Our best clients entrust us with their complete financial picture.

Keys to a Successful Relationship   

ADVOCACY

We would like for the phrase, “You should call Wayne,” or "You should call Nate," to be something our clients say often.  We want to be considered a valuable resource that our clients generously share with their best friends and family members because they know that we will treat them with the same respect we treat all of our clients.

Click HERE to learn about our philosophy and the investment planning process.

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 (AR, AZ, CA, CO, FL, GA, IL, KY, LA, MA, ME, MO, OK, SC, TN, TX, UT). 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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