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Our Mission

We oversee wealth for people who do not have the time, information, or resources to manage it effectively themselves. Our clients are high net worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented investment planning. Our group also works with government agencies, employee benefit plans, ERISA qualified plans, endowments, foundations, family offices, and other institutional entities. We are interested in long-term relationships, not individual transactions. We design detailed investment plans for our clients, taking into consideration their investment needs, ability or willingness to assume risk, time horizon, and other factors that may affect their investment decisions. Not only do we design strategies for our client’s assets, but also provide access to products and services for their liabilities. As a Wells Fargo Advisors Financial Network client, you have access to Wealth Management, Commercial Banking, and Investment Banking, as well as traditional bank products and services to accommodate clients’ needs. Liability planning is a core aspect of our holistic planning approach.

We do this with a method called the A – B Approach:

A is where you are today; B is where you want to be.

The shortest distance between two points is a straight line.

Our primary responsibility is to pick investments that help you get to B.