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.

There are no events to show

There are no events to show

Jordan's #MarketMemo

Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

Read more
WEF banner

Davos ’26: Making sense of a new world order

Jan 28, 2026

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including...

Read more

The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Read more