A full range of wealth planning, investment management, and family wealth counsel.

Wealth Planning

We strive to create a plan for your family that provides for sustainable and rising cash flow that lasts to – and beyond – life expectancy.

Our Family Wealth Advantage^™ process is designed to provide the clarity that comes with having your arms around all aspects of your financial life, the confidence that you've identified your priorities and goals, and the structure to keep your plan in sync with your life.

We work with your family to prepare for a meaningful legacy of not just wealth but values of stewardship to efficiently and effectively transfer wealth to children, grandchildren, and those important to you. When you have your financial life organized, you can think more creatively and confidently about the future. When your financial life is organized you can enjoy your life and gain the confidence that comes with knowing your future is on track. With Clarity Comes Confidence.

Investment Management

We utilize a disciplined investment process focused on broadly diversified, high-quality, tax efficient, low-cost exposure to appropriate asset classes for the long run.

We help you build a diversified portfolio with a strategic asset allocation that provides ample liquidity for current income needs while staying on track towards your long-term, personal planning goals.

With the ability to select suitable investments from our unconstrained investment platform, we leverage our institutional capabilities to evaluate and select professional investment managers and vehicles to help preserve and grow your family's wealth.

Through efficient trading of model portfolios, utilizing individual securities and low-cost investments, we are capable of reducing fees and improving tax-efficiency.

Family Wealth Counsel^™

Providing families with the clarity necessary for productive collaboration and communication.

We believe in providing Family Wealth Counsel^™ to help you navigate through all of the complexities of substantial wealth.

Facilitation of Family Wealth Planning and Governance Meetings

Because your wealth plan may extend to many family members, we coordinate and lead family wealth and governance meetings—assembling family members, attorneys, CPAs, and other trusted advisors to regularly review family goals, objectives, challenges and outcomes so all parties work in concert for your success.

Next Generation Financial Stewardship

We have found that by developing a wealth management plan for the adult children, even if it's much simpler than their parents, gets them engaged in planning. It's through this process of personal responsibility that values of stewardship for inherited wealth are created. It also identifies any blind spots or weaknesses the kids may have early on, before the responsibility of the family's wealth is put upon them.

Private Banking

Offered through Wells Fargo Bank, N.A.

With access to Wells Fargo Bank, N.A., you can enjoy premium checking, savings, CD accounts, and foreign exchange services¹. Specialists can provide custom lending solutions to meet your complex borrowing needs.

With our helpful mobile app you'll enjoy an array of services including access to accounts, manage cash, move funds and get access to reports.