Sophisticated wealth management

Your input drives the development of a personalized financial strategy. Designed to help you meet your spe­cific needs, it addresses areas such as retirement, education expenses, estate planning and tax minimization potential. When my analysis is com­plete, I will present to you an invest­ment strategy that helps to identify appropriate diversification for your portfolio.

After I have discussed and refined your strategy, I will work closely with you to bring the elements to life. Should we decide that outside money managers are appropriate for you, I will help you select from the hun­dreds of investment management firms available to you. If you prefer to invest in individual securities, I can help identify specific stocks, bonds and other securities that may be suit­able for your portfolio. Whatever approach we decide on together, I will help you keep your strategy on track.

I view ongoing communication as the foundation of our successful collabo­ration with you. I will make every effort to keep abreast of your chang­ing financial needs and provide viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, I will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.