Senior Vice President - Financial Advisor, Accredited Wealth Manager
I help high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. I customize my approach to help meet the individual needs of every investor. Clients are provided with important concepts needed to help them achieve their investment objectives while at the same time positioned to minimize risk. The key component of my service is comfortability. My clients must have a level of comfort that helps ensure peace of mind and confidence that their portfolios are positioned to achieve their long-term investment objectives. Clients must be at ease with my oversight of all the tasks entailed in the supervision of their portfolio. Use of advanced investment planning techniques, along with the willingness to work in conjunction with a client’s tax or legal advisor, provides the framework for a well organized approach to investing.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
June 15, 2023
Trend & cycle roadmap
April 15, 2024
Market week
May 10, 2022
Portfolio Focus
May 20, 2022
Interest Rate Information