Your finances and investment goals are unique. We know we can truly understand them by working closely with you. We utilize our collaborative approach and apply the full breadth of our team’s specialists’ knowledge and experience to your situation. Our solutions for you will be flexible, focused on your best interests, and designed to help build and protect your wealth. Our relationships with families often span decades. We embrace our role as a long-term, trusted family advisor, operating in the tradition of a boutique family office to guide you and address a wide range of issues that arise over time.
Process
Onboarding Process
Discovery
Listening to what is important to you, your family and legacy
Learning the values that shape your decisions and priorities
Identifying unique challenges and circumstances
Introducing our Philosophy, Plan and Process
Compatibility
Determine risk tolerance
Gather data, documents, and statements for analysis
Analyze current investments and potential complications
Discover where and how we can add value as your life unfolds
Onboarding
Welcome kit
Presentation of wealth management process
Discuss current and future investment approach
Disclosure of account fees, structure, and access
Signatures and sign-ons
Deployment
Transfer existing assets
Alignment of investment solutions, service levels, type, and frequency of communication
Responsibilities assigned
Structuring
Personalized Financial Organizer
Online account & App Tutorial
First statements and organization of paperwork
Review of communication agreement and service levels
Meet team members and “who to contact”
Integration
Coordinate with CPA, attorney, and insurance agent
Discipline, focus, and experience are most important to the long-term success of portfolios. We first consider the purposes for your resources, your spending, your tolerance for risk, your tax situation, any upcoming liquidity needs, your time horizon and the desire to incorporate your social values into your holdings. Our job is managing the risk of not reaching our client- families’ goals first and foremost. By focusing on planning, risks/amount of risk that we are willing to participate in, we try to control the outcomes of both, clients’ accumulation and distribution phase of life.
Investment Quotes Slider
Invest for the long haul. Don’t get too greedy and don’t get too scared.
– Shelby M.C. Davis
The function of economic forecasting is to make astrology look respectable.
– John Kenneth Galbraith
Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.
– Peter Lynch
The stock market is a device to transfer money from the impatient to the patient.
– Warren Buffett
Our Investment Discipline follows these seven rules:
Long-term investment philosophy
Build durable portfolios with prudent asset allocation with sufficient diversification
Maintain the portfolio through market conditions with tactical adjustments respecting the cyclical nature of the markets
Stay true to fundamentals to minimize mistakes in order to improve chances of success
Make new investments by a set plan and position in an economic cycle without overfocusing on current market activity.
Control the costs
Disregard the ego and always invest with client-family’s goals in mind
StabilityGrowthIncome
Investment Quotes Slider
Invest for the long haul. Don’t get too greedy and don’t get too scared.
– Shelby M.C. Davis
The function of economic forecasting is to make astrology look respectable.
– John Kenneth Galbraith
Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.
– Peter Lynch
The stock market is a device to transfer money from the impatient to the patient.
– Warren Buffett
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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.
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