WHAT DEFINES US

Unparalleled service

Given the small number of households we serve, we are proactive and seek ways to add value. This means coming up with solutions that you might not have considered.

Track record

Even though past performance is no guarantor of future results, it is an important metric for consideration. We stand proudly by our performance and recommendations.

Collective experience

We offer over 100 years of experience and hold several professional designations, all of which attest to our industry knowledge.

Access

As with any family office, you have full access to us via direct email and phone. Your requests are never routed to an 800 number, chatbot, or revolving door of agents.

Our clients

The relationships we share with our clients are built on mutual respect and admiration. Many of these relationships span multiple generations.

We are convinced these factors have culminated in a portfolio of over $635 million in assets under management, as of 7/24/2023, as that number continues to grow.

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, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MO, MT, NC, NJ, NV, NY, OK, PA, RI, SC, TX, VA, 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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