My Services

Wealth management is like bridge-building — connecting where you are now to where you want to go. It takes planning, a healthy sense of reality, and, of course, ongoing maintenance thereafter. Yet, it will save you time, money, and a great deal of extra work — ultimately allowing you to spend all of your energies wheresoever you most enjoy.

Planning 
If you were to commission a bridge, out of sheer kindness and generosity of spirit, solely for the benefit of your community, the first question — after the unavoidable yet untechnical urge to ask "but why?" — the architect and engineering firms would ask you is: where do you want to put it? A bridge from where to where, exactly?

Wealth management and financial advice begins with the same questions: a simple, necessary "why?", followed naturally by pinpointing "from where to where?" Logistically...strategically...the answers are absolutely essential — which is the reason why financial advice must be personalized — only your answers will serve you just so.

Logistics in our case, perhaps unlike in engineering, are colorful and personal and include: your circumstances, family and other important relationships, goals, concerns, and more. They all factor into the framework of your financial strategy. For this reason, we look to build lasting working relationships with our clients. You will be served best when your unique goals for today and tomorrow are firmly understood and placed at the center of your financial strategy. 

Sense of Reality
When the prerequisite work is complete, we can begin to bring your strategy to life in reality. Just as you cannot build bridges ignoring the laws of physics and nature, likewise, we don't recommend building a financial strategy that is divorced from the context of economic and market realities. Our recommendations are based on an analysis of the current investment landscape, and can be adjusted and updated as needed.

Maintenance
We maintain your personalized financial strategy through reviews and research. With a daily, 24-hour news cycle, most of stories and reports are noise...we sift through the noise for you so you don't have to and bring what's significant back to you.