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

How Europe is rising to the COVID-19 economic challenges

Jun 25, 2020 | Frédérique Carrier

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

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What’s driving volatility in the U.S. equity market?

Jun 19, 2020 | Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

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Where to find opportunities in a zero interest rate world

Jun 12, 2020 | Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

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