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

U.S. Recession Scorecard: Slow going

U.S. Recession Scorecard: Slow going

Jun 13, 2025

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Jun 09, 2025

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.

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“Big and beautiful” or not?

“Big and beautiful” or not?

Jun 06, 2025

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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