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Grow With Us.

We would love to speak to you and discuss your wealth management needs. Feel free to call, send us an email, drop by, or simply complete the inquiry form below.

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Our Approach

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We are accountable only to you.

We believe we can best address your financial situation if we are accountable to you, and only to you. We take this accountability very seriously, so we offer complete transparency into our fees and compensation. We want you to see the proof that we are working for you – not for any other incentives which may compromise the advice we give you.

“I want our clients to know that every recommendation we make is motivated by a sincere desire to provide the highest quality, objective advice”
- Steve Clarke, Director

Is your current portfolio meeting your goals?

If not, you may want to consider the following questions:

  • How much risk am I taking in my portfolio?
  • Is my advisor willing to accept fiduciary responsibility in managing my investment portfolio?
  • How much am I paying in fees?
  • How is my advisor being compensated?
  • How are recommendations made to me?
  • Is my current investment strategy tax-efficient?

We strive to preserve and grow your capital.

We utilize our combined experience and follow sound, sensible investment strategies consistent with your risk tolerance and investment objectives. Our investment process is designed to help preserve capital and grow your wealth over market cycles, to minimize investment expenses and excessive fees, and to maximize tax-efficiency.

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This information is intended for use only by residents of AZ, CA, CT, DE, FL, GA, KY, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WV. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than VA, FL, ME, NC, OR, WV.


Investment and insurance products:
NOT insured by the FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and brokerage and advisory services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS. Heartwood Wealth Advisors is a separate entity from WFAFN. A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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