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Portfolio Manager
John works with clients to uncover opportunities to build and protect wealth and ensure clients are confident they are on track to achieve their financial goals. Minimizing taxes and safeguarding wealth are at the forefront of strategies for those both nearing retirement and actively retired. The holistic approach to wealth management ensures each client has all their needs covered in their bespoke wealth plans.
Meet our team
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.
U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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