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
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.