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Wealth Management Services

By listening to you and learning your unique requirements, I can use my experience, knowledge, and extensive range of services to deliver customized solutions that will have a positive impact on your life. With no proprietary products to sell or financial relationships to promote, my recommendations place your interests first.

Investment Management

A disciplined, strategic approach designed to take enough risk to give your portfolio the potential to grow, but not so much risk that you feel uncomfortable.

  • Portfolio Construction and Management
  • Risk Management Strategies
  • Tax-Sensitive and ESG Investing
  • Strategic Asset Allocation Investing
  • Alternative Investments
  • Private Market Solutions

Estate Planning

A well-structured plan to help you navigate the complexities of wealth preservation and wealth transfer while employing tax efficient structures. Simply put, we will plan to preserve and enhance your wealth, support your current lifestyle, and help ensure that your wealth benefits the people and causes you care about most.

  • Wealth Transfer Strategies
  • Estate Tax Planning and Mitigation Strategies
  • Philanthropic Giving Solutions
  • Highly Appreciated Securities
  • Education and Gifting Strategies
  • Beneficiary Alignment with Estate Documents

Retirement Planning

We design a strategy to use your accumulated wealth to provide income that lasts your lifetime while reducing threats and managing risk. A comprehensive plan is crucial not only to maximize your opportunities, but also to avoid costly mistakes.

  • Lifetime Income Planning
  • The Transition to Retirement
  • Tax Efficient Distribution Strategies
  • Social Security, Annuities, and Pensions
  • The Rising Cost of Healthcare and Longevity Risks
  • Required Minimum Distribution (RMD) Withdrawal Strategies

Protection Planning

Sudden death, disability, or years of specialized care can derail your financial life. By addressing those risks now, we can help you mitigate the potential financial damage they could cause for you and your loved ones.

  • Your Health and Longevity Considerations
  • Life Insurance Solutions
  • Long Term and Elder Care Planning
  • Disability and Incapacity Planning
  • Special Needs Considerations
  • Brokered Insurance Solutions

Lifestyle Planning

Life has many competing priorities, and to bring you closer to achieving your financial dreams, first we need to meet your financial realities.

  • Financial Blindspot Detection and Mitigation
  • Tax Reduction, Deferral and Avoidance Strategies
  • Budget and Cash Flow Management
  • Cash Reserve Planning
  • Support of Aging Parents
  • Domestic Partner Planning
  • Business Ownership Considerations

For more information about my practice and the services I offer, please send me a quick email or call the office. I would welcome the opportunity to speak with you.   |  612-331-8161