A multi-family office focusing on accredited investors.

We believe selecting the right team is far more critical than picking the right investment.



As financial stewards we have the privilege of guiding families, individuals, and businesses to balance their resources for the present and the future.

Our team genuinely seeks to understand what matters to you.

We strive to be fair, competitive, and transparent in all that we do.

Let us teach you the things you don’t know.


*Accredited Investors represent individuals with a net worth greater than $1 Million, income over $250,000, or entities with a total assets of $5 Million or greater.
Casebeer McCollum Wealth Management

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 (AK, AL, AR, AZ, CA, FL, GA, HI, IA, IL, KS, MA, MO, NM, OR, SD, TX, UT, VA, WA). 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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