Every advisor has a different perspective. With respect to Our approach…
The primary focus of my business is on providing…
a comprehensive Wealth Management approach
- that incorporates personal financial planning, insurance, and Will and estate planning, etc.
- a team-based approach, leveraging the particular skills of each team member.
- we are focused on guiding you through every stage of your life.
- the importance of managing controllable risks.
Among the individuals and families I work with…
a large number of my clients include:
- retirees looking to maximize after-tax income.
- pre-retirees focusing on building their nest-egg.
- health care professionals.
- lawyers, accountants, engineers.
- agricultural families and their wealth planning needs
I have particular expertise guiding institutional clients, including:
- philanthropists looking for creative ways to enhance their legacy to chosen charities.
- foundations and not-for-profits with investment management needs under specific guidelines.