About My Practice
If you value expertise, timely service, and professional relationships, you will enjoy working with us.
To provide you with a consistent, high-quality level of service, we each maintain only a select number of client relationships, and get to know your situation inside and out. This allows us to provide you with timely, personal advice.
You can be confident in the advice we give, as we will happily put it in writing. As a client, you will receive detailed follow up emails after our meetings so we can ensure there is no question as to what we are recommending, and why.
Many representatives of larger firms are not allowed to put their advice in writing, as the firms do not want to be liable for what their representatives may say!
You can also expect prompt replies to your questions. We have a company "best practices" policy that encourages same day responses to emails and calls. That doesn’t mean we are perfect, but it does mean we strive to get back to you as soon as we can.
Each advisor has a different area of specialty, so give us a call and tell us what you need. If we have the right expertise, we'll let you know. If we don't, we'll do our best to refer you to someone who does.
If you are an entrepreneur with your own business or thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or looking to retire soon then my experience will be of benefit to you.
I spent the first five years of my career in New Jersey working exclusively with high level corporate executives
After moving to Arizona I headed up the local wealth management department of a large CPA firm and worked with many business owners and entrepreneurs.
After founding WMS in 2003, I expanded my area of expertise to include divorcees and retirees.
Each type of client I work with has a unique set of circumstances and needs, but the common thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize your wealth.
Wealth Management is a combination Investment Management + Financial Planning. I will help you maximize your wealth by managing your investments, income tax planning, estate and gift planing, maximizing your company benefits (401(k), restricted stock, stock options, deferred compensation plans), and when income is needed turning your investments into a reliable income stream.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Considerations: I typically charge a percentage of assets under manaement, however there are some circumstances where I will charge a flat annual fee or work on an hourly basis.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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