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If you are a high earner or have a high level of assets, you probably have high expectations. Not just for your wealth, but for how you are treated. That’s why we founded our practice to reflect the values of the clients we serve: Family legacies, hard work, gratitude, generosity and a community spirit.

Clarifying the Complex


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Do you find yourself striving to achieve multiple investing goals at once? Are you just as concerned with what will happen two generations from now as you are two years from now?

If so, calling upon Private Wealth Financial Advisor specialists in a family office like ours might be in order.

You’ll be served by multi-faceted professionals who embody decades of skill and a wide variety of resources to help care for your singular investing ambitions. And, to help extend your family’s legacy, we will educate you and your next generation on financial matters — basic and advanced — to help you make wiser wealth-related decisions.

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Nuanced Investing Knowledge, Reserved for Select Clientele

Working with us helps ensure you will have continuous guidance from a certified Portfolio Investment Manager (PIM).

This distinction is earned by completing a rigorous, multi-year certification process. Results are monitored for compliance with industry portfolio standards and internal disciplines.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

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PIM Advisor has:

  • Passed several securities exams
  • Documented their investment style, strategy, philosophy and research methods
  • Successfully completed advanced training – including an ethics exam, proxy exam
  • Fulfilled an extensive 40-hour portfolio management training course
  • Served as an apprentice with gradually more complex portfolios before earning the PIM designation

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Who We Help

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Our team has earned a reputation for delivering industry recognized service for wealthy investors of different backgrounds, goals and circumstances:

business icon Business Owners family icon Growing Families
   
corporate exec icon Corporate
Executives
retired icon Pre- and
Post-Retirees
   
widow icon Recently Widowed
or Divorced
corporation icon Corporations and
Foundations
   
physician icon Physicians
To uphold client expectations and our own high standards, our team continues to earn advanced designations and titles, many of which require us to manage your wealth as Fiduciaries.