About Us

OUR STRATEGY

Our investment strategy is designed to find what we believe are the best in class, cost appropriate strategies that we believe may rise in rank amongst their peers while seeking to maintain low internal expenses. Paired with the Portfolio Manager’s tactical equity portfolio sleeve, we seek to preserve clients assets through addressing risk. Our selection from a broad range of private and public investments, allows us to customize a portfolio based on client needs.

AWARDS & ACCOLADES

Forbes Best-in-State Wealth Management Teams 2025 SHOOK research 2025 Forbes LLC used with permission

Everest Capital Private Wealth Management Group - California

2023-2025

Forbes Top Wealth Management Teams high-net-worth 2024 SHOOK research 2024 ForbesLLC used with permission

Everest Capital Private Wealth Management Group

2022-2024

Forbes Best-in-State Wealth Advisors 2024 SHOOK research 2024 Forbes LLC used with permission Forbes Best-in-State Wealth Advisors 2020

Charles Parry

2019-2024

Curtis Parry

2021-2024

Chase Parry

2024

Forbes Best-in-State Top Next-Gen Wealth Advisors 2024 SHOOK research 2024 Forbes LLC used with permission Forbes Top Next Gen Wealth Advisors 2020

Chase Parry

2022-2024

Forbes Best-in-State Top Next-Gen Wealth Advisors 2024 SHOOK research 2024 Forbes LLC used with permission AdvisorHub Advisors to Watch

Curtis Parry

2024

Chase Parry

2024

Forbes Best-in-State Wealth Management Teams: 2023-2025

2025:

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2023-2024:

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). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. 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.

Forbes Top Wealth Management Teams High-Net-Worth 2024

2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Wealth Management Teams High-Net-Worth 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.

Forbes Top Wealth Management Teams 2022-2023

2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top 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.

Forbes Top Next-Gen Wealth Advisors Best-In-State

Chase Parry 2022-2024

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors Best-in-State 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.

Forbes Best-In-State Wealth Advisors

Charles Parry 2019-2024, Curtis Parry 2021-2024, Chase Parry 2024

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. (Source: Forbes.com). Fee paid for use of marketing materials. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. (Source: Forbes.com). Fee paid for use of marketing materials. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. (Source: Forbes.com). Fee paid for use of marketing materials. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 . (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors 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.

AdvisorHub Advisors to Watch 2024

150 >$1bil Curtis Parry 2024

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). Fee paid for use of marketing materials. The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% of candidates) were named 2024 AdvisorHub Advisors to Watch.

100 Next Gen Chase Parry 2024

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). Fee paid for use of marketing materials. The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next Gen ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% of candidates) were named 2024 AdvisorHub Advisors to Watch.

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OUR TEAM

Charles Parry

Charles Parry

Managing Director - Investments (818)226-2200
Curtist Parry, CFP

Curtis Parry, CFP®, CRPC®, CDFA®**

Managing Director - Investments (818)226-1441
Chase Parry CRPC

Chase Parry, CRPC®

Managing Director - Investments (818)226-1456
Alexander Ary

Alexander Ary, SE-AWMA™

First Vice President – Investment Officer (818)226-1449
Kimberly Ary

Kimberly Ary, Chartered Advisor in Philanthropy®

First Vice President – Investment Officer (818)226-1459
Sean Nigbur

G Sean Nigbur

Vice President - Investments (801)535-4069
Brooke Gray

Brooke Gray

Financial Advisor (801)535-4024
Audra Reed

Audra Reed

Registered Client Associate (818)226-2225
Jennifer Roberts

Jennifer Roberts

Senior Brokerage Client Associate – Registered (818)226-1477
Michelle Meier

Michelle Meier

Senior Brokerage Client Associate (818)226-2245
Nicole Remmeng

Nicole Remmenga

Brokerage Client Assistant (805)370-0825
Stacy Zurita

Stacy Zurita

Registered Client Associate (818)226-1433
Janalee Eckman

Janalee Eckman

Client Associate (801)535-4090

**The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.