When longtime clients thank me for advice I offered when their kids played t-ball, and have since graduated college, I am reminded of the life-changing role that a financial advisor can have.  For me, it’s about more than managing clients’ money. It is about helping set realistic and meaningful financial goals, and crafting multi-pronged strategies that put their wealth to work.

The clients I serve are very much like me. They read quite a bit, they have opinions, they are hardworking, and they care deeply about their families and employees. In addition to successful corporate executives, attorneys and physicians, I serve foundations and business owners, along with their retirement plans.

I find that a valued wealth management experience rests squarely on a foundation of trust, integrity and authenticity. Just as important is having consistent and clear communications with clients in which I work with both spouses and even divorced couples where both parties have remained clients.  A hallmark of my approach is caring about clients like I do members of my own family. I welcome the opportunity to assist you with the same measure of concern and consideration.