Our Investment Philosophy

We believe in a win by not losing approach to investing. We follow a disciplined process that begins with listening to you. After analyzing your needs and only when you are completely satisfied we have the right solution, we offer independent, unbiased, and objective advice, always with an eye to keep costs down. With integrity and transparency, we help clients navigate the three critical phases of wealth management: accumulation, preservation, and transition.

We lead a team of specialists to support your needs in the areas of:

  • Retirement Planning

  • Professional Portfolio Management

  • Qualified Retirement Plans (401k, Profit Sharing, 403b, 457, SEP)

  • Executive Financial Services (Stock Plans, 144, 10b 5-1)

  • Trust Services*

  • Estate Planning strategies, including Life Insurance Services and Philanthropic Giving

  • Education Funding (529)

  • Divorce Financial Analysis

  • Access to lending products and services through Wells Fargo affiliates
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are offered through our affiliated nonbank insurance agencies.
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