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
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.
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®
Max Mahler, CFP®
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.