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.

Aaron Gallardo

Trust Consultant