Your financial goals are personal. Your service should be, too.
At Wells Private Wealth Management, client service is at the forefront of everything we do. Built on a foundation of trust and care, we take a customized approach to building your portfolio, taking the time to uncover your unique goals for the future – and supporting you as you achieve them.
Creating clarity through superior client service
Our team comes from diverse professional backgrounds, but we’re united by a shared goal: to deliver the highest level of client service each and every day. We pride ourselves on the strong relationships we have built with clients over the years, and strive to always be their first call in times of change – financial or otherwise.
David Wells
Fraser Wells
Erica Clifford
Michael White
Stacey Spicer
Our approach
Navigating you through the complexities of your wealth
Through our multifaceted, time-tested approach, we act as a trusted friend and guide as we help individuals, families, professionals, and foundations move toward their goals. We work to serve your wealth in its entirety, and adhere to sound risk and compliance processes to protect our clients along the way.
Planning your journey
There’s no one-size-fits-all solution for our clients – we tailor our solutions directly to your needs. Whether you’re looking to start with a financial plan, need guidance on Wills and estates, or want to optimize your tax strategy, we’re here to help, alongside our specialized partners.
Planning your journey
There’s no one-size-fits-all solution for our clients – we tailor our solutions directly to your needs. Whether you’re looking to start with a financial plan, need guidance on Wills and estates, or want to optimize your tax strategy, we’re here to help, alongside our specialized partners.
Our values
Our commitment to you
Utilizing the lessons learned from over 60 years of combined industry experience, we’ve established a set of core values that are critical to our continued success as a team. Our “4 C’s” act as our guiding light, directing us through our interactions with our partners, our clients, and each other.
Communication
Through frequent reviews, quarterly newsletters, and swift response times, you can rest assured that we’ll keep in touch. Client communication isn’t an afterthought for us – it’s the defining principle on which our team was founded.
Care
Our community is small, close-knit, and welcoming – and we aim to be the same. We pride ourselves on creating long-lasting relationships built on a foundation of trust and care, truly taking the time to get to know you and your loved ones on a meaningful level.
Collaboration
We collaborate with tax, legal, and estate planning specialists across RBC Wealth Management to bring you comprehensive solutions that touch on every aspect of your wealth picture – and help you plan for the path ahead.
Client education
Making sense of your finances can be overwhelming – but we’re here to help. We place a great deal of value in educating our clients on the investment management process, providing rational and clear thinking in a world that is, at times, far from these things.
Insights
