To quote Jim Cramer, CNBC Host, and his Bristol Myers Theorem:
Every time we have some kind of a scare, someone would say, Russia has invaded Ukraine, ISIS is running rampant in Iraq, Greece is defaulting on its debts, what are we going to do Jim? I would relish these moments and scream back, what on earth does that have to do with the earnings of Bristol Myers and other Blue Chip firms. The 24 hour news cycle often blows things out of proportion. ~ Jim Cramer
My Wealth Management Approach
With my Wealth Management Approach, I can help you:
- Clarify your individual needs.
- Establish specific goals.
- Bring together all the solutions you need to effectively manage your wealth.
Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We have a team of professionals (lawyers, accountants, estate planners) to assist you with the various aspects of your wealth management needs.
I will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you may face.