Our Firm

Our highest aspiration is to provide you with independent, objective and unbiased financial advice. We feel making a difference in your life is not only our job, but our responsibility.

 

We believe that it is critical to understand your total financial needs in order to help you achieve your life goals. In addition, a trusted relationship implies responsibilities for our practice and you.

 

As a client, you can expect us to provide you with personalized investment advice, quality service and prompt attention to your questions and concerns. In return, we expect you to inform and educate yourself and provide us with complete and current information about your financial status, goals and risk tolerance, so that we can provide you with appropriate recommendations.

 

We believe that in order to successfully invest your money, it’s important to understand how your portfolio can be affected by bull and bear markets.

 

Wells Fargo Advisors Financial Network Envision® process is an effective, easy-to-understand method for you to prioritize and help achieve most important goals. With the Envision process, we can help to bring new clarity to your life goals and enhance your confidence in achieving them.

 

Unlike financial planning, the Envision process does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.

 

As an independent advisory practice, we have access to a broad array of financial products and services. We use the extensive resources of Wells Fargo Advisors Financial Network to find products and services that we believe are right for you. Then we monitor your account to ensure that our recommended products and services are still helping you meet your stated goals and objectives.

 

Lastly, while we still offer traditional brokerage services, we prefer to work for a fee rather than commissions. With this arrangement, we’re paid a fee based on the value of the assets in your account.

 

Independent money management and fee based programs are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensations was based on commissions. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services including fees and expenses.