In addition to our in-depth planning and investment approach, we offer comprehensive solutions that initially take into account your goals, needs, expectations, potential unforeseen risks, family dynamics, current and future tax situation, feelings about risk, and more.

Once we feel that we have a full understanding of how to simplify the complexities of your financial life, we offer solutions that we believe help ensure we are all on the same page.
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Retirement is a time to enjoy the fruits of your labor, but being able to fully enjoy your “golden years” requires careful planning.
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We develop a cash flow analysis to help us uncover what needs to be done to help you live your best life the way you want – now and in the many years ahead.
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Every investor we work with is encouraged to complete a risk profile, and we update this assessment on a quarterly basis.
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We can offer retirement planning services, including 401(k)s and cash balance plans for private business owners. We also offer executive services, such as stock option execution, for corporate executives.
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We wholeheartedly believe our family wealth management services are second to none. Click here to learn more about our Family Values Assessment.
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As part of an advisory program that includes approved strategies, all of our clients are in a combination of four different equity models and two fixed-income models. We compete aggressively against investors that use mutual funds and private money managers. Utilizing individual equities, we provide our clients with a customized portfolio that aligns to their core values.
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We seek to act as a thread of consistency in our clients’ lives, especially in matters of estate planning. We work together with your estate planning attorney to identify strategies that are appropriate for your needs. We believe our thought processes help us identify appropriate strategies for your needs. We are intimately involved in these areas with each of our clients. We offer to be involved with all of the legacy planning needs for all of our investors, and we encourage them to update and create legacy wealth transfer plan that they update on a regular basis.
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As a Wells Fargo Advisors Financial Network client you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance, as well as various customized and more traditional lending products.
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For those who are charitable, we encourage our clients to gift appreciated stock on an annual basis, and we can also help our clients create donor-advised funds for larger philanthropic gifts.

As a Private Investment Management (PIM) Portfolio Manager, Shawn Greseth encourages his clients to create their own trusts. Each of his clients receives the benefit of Shawn acting as a fiduciary in a PIM Portfolio Manager capacity, with their best interests always coming before his own. He works with a number of trust companies and can help investors find a trust company that is most appropriate.
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We utilize the PIM Program, a customized portfolio management program geared toward a client’s specific financial goals and investment objectives. All of our portfolios are traded on a discretionary basis, and we provide clients with portfolios that are individualized and customized to their individual and family values. Each investor owns the same companies, just different number of shares based on the size of their portfolio. Each investor also receives the same time, trade, price, and execution when we trade our portfolios.
The PIM program 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.