Our mindset is rooted in our multi-generational history and guided by discipline, accountability, and trust.
We are a team of 11 specialists with diverse backgrounds in military leadership, actuarial science, executive compensation, real estate development, risk management and analytics.
Built on Family. Guided by Discipline.
As a family-led, family office-style wealth management practice, we believe preserving wealth requires as much discipline as creating it.
Founded by Grant Minor and now led by brothers Will and Ben Minor, our team serves successful families, business owners and entrepreneurs, institutions and corporate executives. Through sophisticated investment management, disciplined risk oversight, and highly personalized guidance, we draw on our diverse experience, helping clients navigate complexity with confidence and steward wealth across generations.
Meet the Team
Ben Minor
Managing Director - Investment Officer
Private Wealth Financial Advisor
Senior PIM Portfolio Manager
Will Minor
Managing Director - Investment Officer
Private Wealth Financial Advisor
PIM Portfolio Manager
Steven Aloia
First Vice President - Investment Officer
Senior Financial Advisor
Drew Weil
First Vice President - Investment Officer
Senior Financial Advisor
Centers of Excellence:
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Private Banking:
Jon Diamond
Senior Lead Wealth Management Banker
Custom Lending:
Elizabeth A. Leska
Executive Director, Senior Custom Credit Banker
Wealth Strategist:
Melissa Sidor
Executive Director, Senior Wealth Strategist
Philanthropic Services:
Ashley Cook, CTFA®, CAP
Executive Director, Philanthropic Services – WIM
Institutional Fiduciary Services:
Bob Chappelear
Executive Director, Senior Portfolio Manager
Wealth Strategist and Business Owner Advisory:
Tim Rahr, CEPA®
Senior Wealth Strategist
Employed by Wells Fargo Bank, N.A.
Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.
Bank products and services are available through Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Behind every investment plan is a team dedicated to understanding your goals, navigating complexity, and helping you move forward with confidence.
Let’s get started building something together.