Make smart decisions regarding your investments, tax planning and estate planning.
Behavioral finance experts have found that simple investment mistakes, especially overconfidence, keep returns low and cause do-it-yourself investors to spend valuable time worrying about their portfolio when they could be enjoying life. I believe that a strong relationship with a competent, caring and disciplined team of professionals is the best way to help my clients avoid the common pitfalls of investing. As such, I am absolutely dedicated to providing world-class customer service. I structure my relationships around your needs and goals, not your money.
I further distinguish my practice by prioritizing the following:
PROCESS: I use The Strategic Wealth Management Cycle™, a refined consultative process that I developed to create a customized plan for each client. This ongoing process allows me to continue fine-tuning the plan as your life circumstances and goals change.
DISCIPLINE: Years of experience have shown that sticking to a strategy is the best way to ensure wealth management success. Once you accept your Wealth Management Plan, we regularly review and update it to help ensure that you stay on track to meeting your goals.
RESEARCH: Through my affiliation with Stonegate Private Counsel, you have access to an international team of money and portfolio management experts who are at the leading edge of investment management.
EXPERTISE: By partnering with top tax and estate lawyers and accountants, I can offer you prudent advice on all aspects of your financial situation.
If you have any questions about the services I offer, or if you would like to schedule a meeting to determine if I can add significant value to your financial situation, please don’t hesitate to contact me.