Wealth management approach

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

  • Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
  • Developing Risk Adverse Strategies for Changing Markets — Next, we analyze your financial and personal information to match your risk objectives with prudent investment strategies.
  • Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives and implement a solution using our proprietary Essential Market Portfolio (EMP).
  • Providing Timely, Ongoing Service — We regularly review your performance and your life objectives to help ensure your goals are met.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Aaron Gallardo

Trust Consultant


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Bill Boehm

Wealth Management Consultant


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David Fiacco

Lead, Trust Consultant