Services

Allowing You to Stay Focused on Your Mission

Our fiduciary process assists trustees so they can focus on their mission. We accomplish this through extensive fiduciary consulting, asset management and investment guidance. This includes investment policy statement construction, manager and portfolio construction specialists and fiduciary process management - collectively designed to help trustees manage their increasingly complex operational needs.

We combine the resources of Wells Fargo Advisors Financial Network, with a local commitment to trustee education, to design a customized plan and process with the ability to help address multiple goals including performance, fee reduction, and fund raising.

We currently oversee over $100 million in endowed charitable assets.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals