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Our Mission

Our mission is to help our clients realize financial independence through responsible investment planning and individualized investment strategies. We have built our business as a family, and wish to help you and your family with the investment planning process.

The highest compliment that we can receive is your trust and confidence while working together, and to introduce us to others near

How we can help you:

  • Planning for retirement
  • Consolidating assets
  • Handling a major lifestyle change (marriage, divorce, job change, relocation, birth, death)
  • 401(k) and pension management
  • Preparing for a business transition or acquisition
  • Tax planning strategies
  • Planning for cash flow or liquidity
  • Executive services
  • Multigenerational wealth planning

Areas of focus:

  • Portfolio management strategies for clients with $2.5M-$10M investable assets
  • Investment planning for high net worth individuals and businesses
  • Pension consulting
  • Trust and fiduciary services
  • Estate settlement and administration
  • Estate investment planning, charitable giving strategies, and wealth preservation
  • Insurance and protection planning

Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.