A Wealth Management Strategy, Tailored to You

My approach to managing your wealth begins with truly understanding who you are and what you would like to achieve today and in the future. Before putting your personalized long-term investment strategy in place I must be knowledgeable about you, your business and your family. This practice integrates financial planning, will and estate planning, tax planning, risk management and investment management.

My services are best suited to professionals, business owners, retirees and their families who are looking to put a comprehensive and diversified strategy in place for the management of their wealth.

I would be pleased to speak with you about your financial objectives. Please give me a call today.

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Jordan's #MarketMemo

More but less

Dec 02, 2025

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Quarter-century crossroads

Dec 02, 2025

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

Nov 28, 2025

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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