A Family Office Approach to Wealth Management

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About Us

You Deserve

A Personalized Approach.

A highly collaborative team can deliver a better client experience.

Fulfillment of Your Goals.

A comprehensive understanding of you, the client, is essential. It is our framework for your goals and your legacy.

Thoughtful Investing.

An investment process is only as good as its net tangible result. Fundamental principles, along with tax and cost efficiency, drive our approach.

Live For Your Priorities

The Grinnell

Souza Group

of Wells Fargo Advisors