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One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations
I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.
Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.
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It’s understandable that we’re desperate for a quick fix to one of the greatestcollective health fears we have: Losing cognitive function. So, can we prevent, or atleast slow, the aging of our brains? More and more research reveals a powerfulmessage: that we—not our genes—can have control over our cognitive health todayand the destiny of our brains.
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• Why your brain may not be the same age as you
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Let’s talk about charitable giving, and how it can help you meet your philanthropic and financial goals. Charitable giving can allow you to make a bigger impact with your philanthropic endeavors — all while creating tax-efficiencies for you and your estate.
Discover how tech and AI are revolutionizing aging! With a bunch of cool new apps, gadgets, and services, it’s never been simpler for folks to keep working, stay healthy, live comfortably at home, and stay in touch with loved ones and life’s little pleasures as they get older. Join us to explore research from the MIT AgeLab:
Angel Palacios
Let's meet to discuss what's most important to you.
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