Working at the top of your profession, you know that your time is valuable.  We recognize that busy people with large responsibilities want to make sure that the details of their financial lives are well taken care of.  My service to professionals and senior managers is entirely focused on enabling them to meet their goals efficiently, accurately and reliably.

 

How I help professionals:

         individualized portfolio construction and management

         enhanced tax-sheltered savings strategies

         goals-based personalized financial planning

         portfolio risk-management

         partnering with your lawyer and accountant

         cost of education planning

 

Our personalized approach to wealth management will add value to what you are currently doing.  To speak with me about how we can make a positive difference, contact me.