Our Process

As a financial advisor with knowledge and experience in retirement planning, I help people plan for the retirement that they desire. I operate a comprehensive investment planning and wealth management practice that focuses on helping clients seek to create, grow, and protect their wealth.

Step 1

My investment management process begins by looking at where the client is today and where they want to be in the future.

Step 2

Next, I evaluate the clients’ aggregate investment portfolio without regard to where it is or who manages the money. The goal of this step in the process is to see if there are any investment management issues that surface given the volatile economy and the client’s current station in life.

Step 3

I use the client’s financial goals in conjunction with the clients’ current financial situation to structure a systematic approach toward accomplishing life’s paramount financial goals. This strategy is implemented and monitored on an ongoing basis.

What

makes
us

different?

Careful

We strive to understand each client’s specific situation. No two clients are the same and each deserve tailored financial solutions for their needs.

Competent

We continually strive to improve our knowledge and understanding of the investment and financial planning universe. We stay abreast of the critical financial planning topics that impact high net worth clients.

Credentialed

We believe that financial advice is most effective when it is coupled with education, insight and the wisdom that comes from a very long career. Our founder has over 29 years of investment management experience coupled with undergraduate and graduate degrees in finance. In addition, our founder is a CFA Charterholder.

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