About My Practice
We provide wealth management services which combine a financial planning discipline with investment portfolio management and other aggregated financial services.
We strive to give our clients the best chance to achieve their financial goals by combining thoughtful planning with a disciplined asset allocation approach to investment portfolio management.
We provide comprehensive and single issue planning for a variety of individuals including business owners, professionals, pre-retirees and retirees. Comprehensive analysis includes financial position, investment planning, income tax planning, retirement planning, estate planning and risk management. Special emphasis is placed on asset allocation, retirement, tax and estate planning. We consider thorough analysis, periodic plan reviews and a high level of contact with each client an important part of this process. We provide special expertise in dealing with the issues and concerns of retirees. More than half of our existing client base is retired.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Our mission is to provide objective and independent financial planning and investment management advice while upholding high ethical and professional standards and protecting client interests.
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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