If you are a high earner or have a high level of assets, you probably have high expectations. Not just for your wealth, but for how you are treated. That’s why we founded our practice to reflect the values of the clients we serve: Family legacies, hard work, gratitude, generosity and a community spirit.
Learn How We ThinkClarifying the Complex
Do you find yourself striving to achieve multiple investing goals at once? Are you just as concerned with what will happen two generations from now as you are two years from now?
If so, calling upon Private Wealth Financial Advisor specialists in a family office like ours might be in order.
You’ll be served by multi-faceted professionals who embody decades of skill and a wide variety of resources to help care for your singular investing ambitions. And, to help extend your family’s legacy, we will educate you and your next generation on financial matters — basic and advanced — to help you make wiser wealth-related decisions.
Nuanced Investing Knowledge, Reserved for Select Clientele
Working with us helps ensure you will have continuous guidance from a certified PIM® Portfolio Manager (Private Investment Management).
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Your PIM® Advisor
has:
Your PIM® Advisor - Passed several securities exams
- Documented their investment style, strategy, philosophy and research methods
- Successfully completed advanced training – including an ethics exam, proxy exam
- Fulfilled an extensive 40-hour portfolio management training course
Our team has earned a reputation for delivering industry recognized service
for wealthy investors of different backgrounds, goals and circumstances:
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Business Owners |  |
Growing Families |
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Corporate Executives |
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Pre- and Post-Retirees |
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Recently Widowed or Divorced |
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Corporations and Foundations |
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Physicians |
Utter, Pike & Dobbs Private Wealth Management Group boasts an in-house process that embraces best practices and real-life learnings. We feel the thoughtfulness of our approach will help you make noticeable progress towards achieving your goals.
A Process Focused on Progress
Your Path to Confidence
We welcome the opportunity to discuss your present circumstances, your future hopes and how, by working together, we can help improve both.
