Wealth Management, Financial Advisor, Financial Planning Specialist, Investment Management Consultant
Comprehensive wealth planning strategies for your life and legacy!
With over 32 years of experience as a financial advisor, I offer you a seasoned professional who is competent to assist you in making life-changing financial decisions.
Wealth Management, Senior Investment Management Consultant:
Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.
Financial Advisor, Financial Planning Specialist:
As a Financial Advisor, I am committed to building a relationship of trust in which I can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, I hope you come to regard me as a valued resource–professional who can help you make a more informed decision of any financial issue.
My most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
- Estate Planning Strategies
- Business Succession Planning
- Planning for Education Funding
- Municipal Bonds
- 401(k) Rollovers
- Alternative Investments
- Art Advisory
- Philanthropic Services
- Professional Portfolio Management
- Retirement Planning
- Trust Accounts