Our Value Proposition

Our mission is to build life-long client relationships based on a foundation of trust and client satisfaction. Our value is supported by our experience and knowledge of finances and estate investment planning, investments, and financial markets. We work with our Advisory clients to formulate a comprehensive investment plan, implement that plan, and provide ongoing guidance and direction. As we work to help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is important - your needs, offering sound trustworthy investment advice, and providing a high level of service.  

We limit the number of clients in our practice so that we can provide a concierge-level service and so that each of our clients has the best possible experience.  We believe in long-term relationships and work to earn your continued trust.  When investing, we strive to ensure that we establish a process for communication, seek to manage risk in your portfolio, and put your investment plan in writing. 

We will help you to establish specific goals and objectives, and determine your appropriate risk tolerance. We will then develop a specific strategic asset allocation and document that strategy along with your goals and objectives through a written plan.  You will have a diversified portfolio that fits your risk tolerance and is designed to be flexible and respond to changes in the markets and/or economy as well as your lifestyle.

As your primary point of contact for all of your financial as well as non-financial issues, we will work with your other advisors to help ensure that all of your needs are fulfilled.

We will assist you in all areas of finance such as:  Estate Investment Planning, Retirement Planning, Intergenerational Planning, Wealth Transfer, Charitable Giving, Business Succession Planning, Insurance Planning*, and Risk Management.  We will provide reviews, comprehensive communications and performance reporting, personalized communication (research reports and news on specific investments), timely research and updates on market or economic trends, opportunities to attend financial and investment education events, access to us and associates we work with for questions or needs, maintain a relationship with your other advisors, and communication through phone calls, email, and personal meetings.

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 (AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MS, NE, NV, OR, PA, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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