Wealth Management

Wealth Management goes beyond the client's investments. The goal of a wealth manager is to be the "quarterback" of their client's entire financial life. This work extends to estate planning, lending, insurance, retirement, and educational planning. By discussing all aspects of the client's financial life during the discovery and planning process, I position myself as being uniquely capable of tying everything together in one comprehensive plan, simplifying what can be a very complex process.

 

Planning

When a client invest some or all of their liquid investible assets with us, we develop a dynamic plan that determines where you are now and where you want to go. We put you in control, giving you full view of your financial picture, with net worth and performance monitoring.

Strategy

Once a plan is in place, we develop a strategy to get there. Your goals include so much more than retirement. We want to be focused on your timeline and how you get to where you want to be.

Relationships

We're here to help. Whether you meet with us in person, online, or a combination of the two, we're want you to be successful. Wealth management is more than managing one portfolio, though Assets Under Management is how we're compensated. It's about relationships and your big picture.