Committed to Lifetime Relationships.

Since 1982 we have been dedicated to providing you and your family security from one generation to the next.

Our Promise

Our Services

We offer a full range of services, many of which are listed below. Our group calls on the resources of our entire firm to help ensure that we provide the best possible solutions for your individual needs. Please contact us if you have any questions.

Investment & Trust Management*

Retirement & Investment Planning

Estate Plan Consulting**

Non Profit & Endowment Management

Retirement Plan & 401k Consulting

Tax Strategies & Tax Sensitive Investments***

Family Office Services

Socially & Environmentally Responsible Investing

*As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

**Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

***Wells Fargo Advisors is not a legal or tax advisor.

Our Accolades

For over 38 years, we have drawn on the tremendous depth of knowledge held by Wells Fargo Advisor’s retirement specialists and other financial professionals in order to help our clients achieve their financial goals. We believe that the result is personalized investment advice backed by the strength of the entire firm.

Edward Prewitt, CFP®

Barron's Top Advisors 2014
Barron's Top Advisors 2015
2017 Forbes Best In-state Wealth Advisor
2018 Forbes Best In-state Wealth Advisor
2019 Forbes Best In-state Wealth Advisor
2020 Forbes Best In-state Wealth Advisor
2021 Forbes Best In-state Wealth Advisor

Max Mahler, CFP®

2018 Forbes Top Next-Gen Wealth Advisor
2019 Forbes Best In State Next-Gen Wealth Advisor

Barron’s Top 1200: The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.

Forbes Top Next-Gen Wealth Advisors / Forbes Best-In-State Wealth Advisors / Forbes America’s Top Wealth Advisors: The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Meet the Team

Our team develops creative strategies and takes great pride in building and maintaining meaningful, long-term relationships. We do this through our commitment to personalized customer service and we maintain a high standard of integrity. Our team and our detailed process have been put into place with the intent of providing the clarity and structure that may allow investors to look beyond money to the potential opportunities they seek to enjoy.