Because it’s important not just to listen, but to understand.
I believe a wealth manager should devote at least as much time to understanding their client as understanding the markets. In my experience, understanding my client’s situation is the key to producing a results-oriented portfolio: a portfolio constructed at the start to match your life, your finances, and your goals, then changing as your life and the markets change. The unique value I contribute is to help anticipate and prepare for life events as well as market trends over time, so you are in the best possible position to thrive.
Trust is paramount. If you need guidance on an issue outside of my experience and expertise, I’ll source the right solution from a network of industry professionals I trust for their expertise on virtually any issue impacting your financial situation.
