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Wealth Management
Financial confidence
Financial confidence
through thoughtful planning.
Anchoring your wealth to a clear plan, so you can stop doing and start being.
Our mission
Our mission is to help you navigate not just the numbers, but the financial and emotional complexities of managing and growing wealth. We facilitate honest conversations to identify your long-term personal and generational goals. By leveraging years of institutional expertise, deep research, and creativity, we provide financial insight, anchoring your wealth strategy to a clear plan that will free you up to stop doing and start being.
Discover what is possible. Live with the financial clarity, freedom, and security you deserve.
What a relationship includes
One plan, coordinated in one place.
Every part of your financial world, working together instead of in isolation, reviewed and adjusted as your life changes.
- Planning-based advice and discretionary portfolio management
- Tax-aware strategies coordinated with your CPA
- Estate & wealth transfer strategies coordinated with your attorney
- Insurance & long-term-care analysis
- Lending & banking access through Wells Fargo Advisors
*Banking services are offered through Wells Fargo Bank, N.A., a separate affiliate of Wells Fargo & Company.
Answers
Frequently asked questions
Straight answers to what people ask before the first conversation.
Individuals and families whose finances have outgrown a simple portfolio — when investments, taxes, estate planning strategies, and insurance need to work together rather than separately. That includes professionals, executives, retirees, those managing an inheritance or a liquidity event, and business owners. Breece serves these clients from Scottsdale, Arizona.
It includes planning-based advice, discretionary portfolio management, tax-aware investing coordinated with your CPA, estate and wealth-transfer planning with your attorney, insurance analysis, and lending access — working as one plan instead of separate conversations.
A robo-advisor assigns a model portfolio from a questionnaire and rebalances on a schedule. A wealth manager builds a written plan around your whole financial life and manages it actively. Breece builds each allocation individually, security by security, coordinated with your tax and estate strategy.
Usually when your financial life gains moving parts a standard portfolio review misses — a growing net worth, a concentrated stock position or equity compensation, a business, a retirement transition, or an inheritance. The goal is one coordinated plan before decisions get made under pressure.
The first conversation is about you
A portfolio is a means. It was never the plan.
If no one has ever asked you why before asking you how much — that is a good first meeting.