We are excited to announce that Dune Lakes Private Wealth Advisors has been named to the

2024 Forbes Best-In-State Wealth Management Team List

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

OUR APPROACH

Client portfolios are comprised of high quality investments. We pay special attention to fees and expenses. We understand how fees and expenses can detract from performance over time and we seek to balance quality and cost wherever possible.

While we take a long-term view of investing, we do employ a tactical tilt when appropriate. We see potential value in adjusting to short-term market risks with a portion of client assets and find a balance of both active and passive management can potentially be beneficial.



OUR CLIENTS

Our clients empower us to make investment selection decisions on their behalf, and we seek to deliver outcomes that exceed expectations. We provide guidance on nearly a half a billion dollars, helping deliver on our process with carefully crafted and customized investment plans, strategic implementation, initiative-taking communication and service all delivered by a team of qualified professionals.



OUR FUTURE

Our world is ever changing along with the future of financial markets, tax, and estate planning strategies. We will embrace these changes. In the years ahead you can expect us to surround ourselves with the right people with a desire to learn, grow and serve you well.


Wells Fargo Advisors Financial Network does not provide legal or tax advice.
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Rosemary Beach, FL

We offer personalized financial guidance in a setting as serene and sophisticated as the Gulf Coast itself. Our coastal location reflects our commitment to clarity, stability, and long-term vision in wealth management.

Red Bank, NJ

With a satellite office in Red Bank, New Jersey and clients across the country, we help provide solutions tailored to your needs—no matter where you call home.

Meet Our Team

Learn more about who we are and how our experience will help you build on your financial future.

Team
Dune Lakes Private Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CT, FL, GA, IL, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, VT). 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.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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