Broker Check

Families & Indivduals

The business of "you"

The business of "you"

I want to help guide you toward positive outcomes that bring fulfillment to years of hard work. The way I see it, the health of your wealth requires my ongoing attention to key ingredients that can determine the quality and stability of your lifestyle going forward.

As a longtime student of the investment markets, I believe in modern portfolio theory – put simply, diversifying your portfolio across asset classes, based on the firm’s research, my own, and external sources. I make a special effort to help clients benefit from upward momentum in the markets and a reliable stream of income that can last a lifetime.

Beyond investments, I offer to examine your liabilities and use of credit. To help ensure that your strategy is working on all cylinders, I can construct wealth transfer, tax-minimization and estate planning strategies that align with – and streamline – the efforts of your CPA and attorney.

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