Our approach to wealth management is significantly different than most. As a client of mine, you will deal directly with me and be encouraged to participate in your wealth management journey.
Together, we will manage your investments based on the goals you have outlined in your financial, tax and estate plans. As I am not confined to a single product focus (i.e. only insurance or mutual funds), I will give you access to a world of investment solutions.
We will continuously examine your plan and identify any opportunities that may arise as a result of changes in your state of affairs.
of Your Personal & Financial Goals
My team and I will sit down with you to gain a clear understanding of your goals - both personal and financial.
Get a Customized Analysis of How to Accomplish Your Goals
We will prepare a customized analysis of your financial situation, incorporating your financial goals, risk tolerance and long range plans.
Will & Estate Review
Address Your Various Estate Planning Needs to Achieve Your Goals
We can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.
Protect Everything You have Worked so Hard to Build
Our insurance specialists can help you protect everything you have worked so hard to build through innovative insurance-based strategies.
Investment Policy Statement (IPS)
The Blueprint & Construction of Your Portfolio
The blueprint for your investor profile, the construction of your portfolio and customized Investment Policy Statement.
Get an Investment Plan Created Specifically for You
Before Implementation, your objectives will be reviewed and we will outline an investment plan created for you. Once approved, the recommendations are put into place.
Stay Apprised through Regular Updates
You are apprised of the performance of your portfolio and the markets through regular updates, client events, newsletters and our website.
to Help You Achieve Your Objectives
As your needs and the market evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.