Money is more than a medium of exchange — it represents experiences, memories and opportunities waiting for you to enjoy.
We can help maximize every moment your life has to offer with investment strategies inspired by what you most want to achieve now… and decades from now.
Timing Is Everything
Not in terms of the market. Rather, the stage of your financial advisor’s career.
We believe our team has reached the point where our experience, skills and age all optimally align. That means:
You’ll work with advisors who are experienced — and energized — about their careers You’ll receive more one-on-one attention because we limit the number of clients we serve You’ll have the full resources of Wells Fargo Advisors available to you You’ll be guided by established advisors who think and operate independently You’ll have a team with a long career runway ahead of themTaken together, we’re positioned to explore approaches and recommend strategies other advisors might overlook.
Awards Don’t Motivate Us. You Do.
It turns out that when you honor your clients and their goals, recognition follows.
We are proud to announce that we were named one of Forbes 2026 Best In State Wealth Management Teams!
In addition, all three of our Financial Advisors were named Forbes Best-in-State Wealth
Advisors. Ryan Bibler 2018-2024, Vince Finney 2018-2024, Joseph Panfil 2021-2024.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. See full disclosure.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 . 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes BestIn-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. See full disclosure.
Investment Plans that Actually Plan Ahead
Beyond portfolio construction, effective wealth strategies need to implement multiple elements to truly be holistic.
• Your taxes
• Your legacy strategy
• Your insurance needs
To ensure your plan has a continual cadence, we’ll schedule ongoing, one-on-one meetings or phone calls.
• Your taxes
• Your legacy strategy
• Your insurance needs
To ensure your plan has a continual cadence, we’ll schedule ongoing, one-on-one meetings or phone calls.
Our Team Meets Often, Too
We’ve formed an Investment Committee comprised of our financial advisors who meet regularly to discuss our top-down economic outlook, portfolio allocations and the investments within these portfolios.
“Performance isn’t important to everyone, but it's important to us.
So is your success.”
Joseph P. Panfil, CRPC® CIMA® CFP®
Managing Director - Investments
Senior PIMTM Portfolio Manager
Championing Everyone, Everywhere
When the stock market closes, we still do our part to improve the lives of our neighbors down the road. And 9,000 miles away.
Ready to Make Progress In Your Financial Story?
We Can Help Make It Happen
