The Ranch Investment Consulting Group delivers knowledgeable financial advice and wealth management services through a staff of five investment professionals with more than 80 years combined experience and three exceptional, client centric relationship managers. 

We advise clients who have more than $2 million in corporate, family and individual assets held with Wells Fargo Advisors, LLC and have extensive experience assisting high-net-worth clients with:

 

• financial and investment strategies
• wealth transfer and preservation strategies
• business services
• retirement strategies and solutions
• estate planning strategies working 
   with a client’s family advisor
• portfolio development
• concentrated stock strategies

 

 

 

As a leading provider of investment services, the Ranch Investment Consulting Group would like to help you plan for the future.


What sets us apart:


Open Architecture: Our uncommon and bold approach to total client team immersion is our open floor plan. This is the cornerstone of our business and we believe is unique in the industry.


Commitment and focus: Our clients are comprised of affluent families and individuals, corporate executives and successful business owners who value the commitment we bring to each relationship. We believe that most successful wealth management strategies looks at the big picture.  We endeavor to establish deep and valued relationships with clients to truly define their needs, aspirations and risk tolerance levels.
 


Knowledge: We understand the financial disciplines that matter to you, including asset management, tax minimization* and concentrated stock management strategies, as well as philanthropic planning.
 

Our Approach:  Equipped with the knowledge of client's goals, we help you set targeted objectives that are flexible enough to adapt to your changing personal and/or business financial needs. Our job is to help you organize and set those strategies into action, finding solutions and identifying opportunities that could influence your financial success and security. 
 

* Wells Fargo Advisors, LLC is not a legal or tax advisor.