Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your investment strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow, and your long-term future.

Celebrating Collaboration

At 1856 Capital Partners, we abide by a philosophy that celebrates collaboration across the board. Working with a team of specialists, we draw on the resources and insights of Wells Fargo Advisors Financial Network and its affiliates to create strategies that reflect the aspirations you have for yourself, as well as current and future generations of your family. Additionally, we believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify your life.

From the Start

We believe the best investment strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about the issues that matter most to you. Worried about managing future health care expenses? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of our firm, we will work with you to develop strategies designed to help address your financial needs.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your investment strategy, our goal is to help you feel more confident that you're on track to help achieve what's most important to you.

Reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your investment strategy to help you stay on course.

Reviewing changes in your life and to your goals

Your life and your goals are going to change. 1856 Capital Partners can help you keep track of these changes so they can be reflected in your investment strategy.

Access to what you need, when you need it

Your client login portal is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.