There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

My Services include:

 

Portfolio Management

I personally manage your portfolio according to a disciplined process to minimize risk, taxes and total costs. Independence allows me an unbiased and objective perspective on any investment product, allowing me to fully accommodate your preferences and your goals.
 

High Net-Worth Investing

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Insurance

Insurance is an important aspect of an overall financial plan, and where appropriate, insurance products such as annuities and life insurance can add value to your overall wealth situation.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. I use a consultative approach to create a financial plan that aims to meet your objectives.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, I can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.