Joan’s number one priority as an Investment and Wealth Advisor to families, businesses and non-profit organizations is to build long term financial plans with the right investments that fit their life goals. Setting goals is only the start. Making sure you reach your goals is the key difference with her investment approach.

My Five Beliefs

1. I believe in a comprehensive wealth management approach that incorporates personal financial planning, insurance, will and estate planning.

2. I believe business owners need a personalized investment approach that includes tax minimization, insurance risk mitigation and maximizing retirement pension income.

3. I believe successful individuals and families need ongoing help to maximize after tax income and manage long term multi-generational wealth.

4. I believe in the benefits of asset allocation

5. I believe my principle goal is to significantly impact the lives of my clients by taking the weight of wealth management off their shoulders.

Recent Posts

front view of a red race car on a track

Why are yields on the rise, and how could higher yields affect investors?

Feb 18, 2021 | Thomas Garretson, CFA

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

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young man on the computer late at night advisor

Meme stock episode: Is this a risk to traditional investment portfolios?

Feb 12, 2021 | Kelly Bogdanova

We think the GameStop episode is indicative of a megashift at play—one that’s bigger than the stock market. What does this mean for long-term investors?

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close view hands holding mobile phone with bitcoin app in page

What's happening with Bitcoin

Feb 11, 2021 | Maarten Jansen, Juan Aronna, Frédérique Carrier

Bitcoin is a potentially transformative technology whose impacts may extend beyond its use as an investment.

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