We actively help clients stay on track toward achieving their goals throughout every stage of life, especially during times of personal challenges, market volatility and negative financial media hype when professional guidance is most needed.
We are committed to helping clients stay focused on their investment plan to keep them from overreacting during periods of market decline and growth.
We are among a select group of over 14,000 Financial Advisors at Wells Fargo Advisors* who meet the stringent standards required to serve as Private Investment Management (PIM) Portfolio Managers. Our PIM program offers discretionary, active portfolio management for investors who seek the flexibility to efficiently build and maintain a customized portfolio using a diverse selection of investments. We engage in fee-based relationships for clients who prefer a portfolio manager that can make investment decisions on their behalf.
*Includes Wells Fargo Clearing Services, LLC, (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC, as of September 30, 2018. Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you. Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.
We welcome the opportunity to meet with you to learn about your specific situation and explore whether we can be of benefit to you. Contact us today to learn more about what sets us apart from other financial advisor teams.
2355 Crenshaw Boulevard, Suite 165
Torrance, CA 90501