I Inherited Money
Personal Service and Solutions for Clients with Inheritances
If you are about to receive or have already received an inheritance, you are most likely seeking a higher level of personal service and assistance in managing your inheritance. With more than 15 years experience, I will be a partner with whom you can trust to understand and meet your unique requirements.
A Discretionary Wealth Management Relationship
If your portfolio's substantial size has made it too complex or time-consuming for you to manage your investments on your own, I offer you the freedom from these tasks through a discretionary wealth management relationship.
Under a discretionary relationship, you set the overall direction of your portfolio, while delegating day-to-day investment decisions to me.
Alternatively, if your preference is to remain more involved in day-to-day decisions regarding your portfolio, I will work with you on an advisory or investment consulting basis. Whatever your preference, you can be assured that I will tailor our services to meet your unique needs.
Enhanced Communication to Keep You Informed
My experience tells me that when you entrust your significant assets to a professional money manager, you expect to be kept well informed. My clients receive monthly and quarterly account statements, detailed reporting packages, one-on-one portfolio reviews and much more.
