The Problem:
Knowing what financial decisions are right for you isn’t easy. Today, there are more options available to investors than ever before, but it’s difficult to find the advice you need for your situation. Our goal is to provide the personal relationship and custom advice you need.
Areas of Focus:
We serve our clients in two primary ways:
1. Portfolio Management: We take the time to assess all your investment accounts, and help you implement a specific portfolio that aligns with your objectives, risk tolerance, time-horizon, and tax profile.
2. Financial Planning: We provide clients with a flexible, documented financial plan, to help ensure that they are making informed decisions for current and future financial lives.
Who I Serve:
I typically work with, and my services are best suited for, individuals or couples with investible assets of $100,000 or more.
*There are cases where this threshold doesn’t necessarily need to be met. However, if it’s determined that we aren’t a fit, I will provide the appropriate recommendation to point you in the right direction.
Interested in Meeting?
If you would like to learn more about how we can work together, you can use the link below to schedule a 1-on-1 meeting with me at a time that is convenient for you. There are options for phone, video, or in-person appointments.
I look forward to speaking with you and learning more about your financial goals!
Schedule Your Complimentary Initial Consultation