INVESTMENT AND PORTFOLIO MANAGEMENT

Who is it for?
Most of my clients work with me on a long-term basis, as partners, in achieving the things that are important to them in life.  

I provide comprehensive financial planning and investment management services to clients who have at least $100,000 of assets to invest.

What does it entail?
1. GOAL SETTING
I first get to know you so that I can map out the goals and objectives you tell me about.  

I then put together a plan to meet those goals and manage your investments so that you will have more time to enjoy your life.

Our work together gives you the financial peace of mind of knowing you are on track to achieve your goals.

Everyone has his or her own aspirations in life; I am here to help you realize yours.  

As your advisor, I may help you with goals such as:
•    Preparing for and implementing a comfortable retirement
•    Paying for a child’s education
•    Leaving a legacy for your heirs
•    Charitable planning
•    Paying down your debt
•    Helping you establish a new business
•    Other goals that may be important to you

2. BUILDING THE ROADMAP
I will work with you to sort through complex financial issues.  

And, help you develop a plan for how you will “get from here to there.”

And provide professional investment management services so that you can enjoy the peace of mind and confidence that you are making sound decisions and taking the right actions to protect your future.  

I will work with you to ensure that your wealth is protected against the unexpected.  I will also work with you to determine goals for your legacy.

3. INVESTMENT MANAGEMENT & OTHER CONCERNS
Based on the financial plan we will develop together, I will design an investment strategy that considers your own situation, your goals, your objectives, tax issues, and your charitable wishes.

Your portfolio will be regularly rebalanced against a target asset allocation mix, which will help to ensure that emotions are taken out of the investing process, and keep your investment plan moving forward.  

And, your portfolio will be designed to maximize the tax-efficiency of your investments.

Reaching for the sky.