Why Us


We put your interests first; consistently aligning our services to meet your specific needs.


The collective credentials and experience of our investment professionals brings more than 99 years of experience and insight to your portfolio.

Thought Leadership

Whether it is advanced education through our firm, industry events or achieving specialized designations we are committed to stay on the forefront of the newest trends and bring these opportunities to our clients. It is our goal to be recognized as an authority in our field, one whose proficiency is sought by our peers.

Client Experience

Putting clients’ needs above all else, we provide exceptional service based on trust and knowledge, supported by one of the nation’s largest investment firms.

Social Commitment

We believe in corporate social responsibility within the community in which we do business and, as such, we take part in many philanthropic activities. Volunteerism and community support are key elements of our firms Vision & Values. In fact our parent corporation, Wells Fargo & Co. was named the most generous company in the nation in 2012. * 2012 The Chronicle of Philanthropy.