Why Use This Tool?

Investment Management

Maintaining your wealth is a priority, so our goal is to minimize risk while still growing investments.  We use a diverse mix of investment instruments, including non-traditional investments - along with the latest tools and modeling - to keep things predictable.



Consolidated Financial and Tax Reporting

You get a quarterly report of your portfolios.  Plus, we keep detailed records of all transactions, consolidating all information into tax reports, sent both to you and your CPA.



Tax and Estate Planning

There is no reason to bequeath a good portion of your estate to the government.  So we work closely with your CPA and estate-planning attorney to minimize your tax burden.



Financial Planning

Since your financial life includes more than just what you may have invested through us, we also offer comprehensive financial planning.  We perform cash flow simulations to help you continue to rise in spite of challenges like market uncertainties, inflation and changes in the tax law.  Should your situation change, we proactively update the plan to fit your needs.



Charitable Giving

We will help you make the world better, as well as your tax position.



Mortgages and Customized Lending

Finance your dreams without mortgaging your wealth.

As a Managing Director of Highline Wealth Management, I have extensive experience in developing individual tax, investment and financial planning strategies.  I have lectured to large employee groups and have been quoted in financial publications as well as The Washington Post.  I am a member of the AICPA, VSCPA and the Financial Planning Association.