Our vision

 

Serving business owners, professionals and executives

The approach that I propose is not for everyone. People have different wants and are more comfortable with certain investment styles and methods. My clients:

• Want the personal attention and premier service afforded by their success.  

• Understand that there is no long-term benefit to chasing the hottest stock or manager.  

• Like to have their accountant, lawyer, and Investment Advisor working together as a team.  

• Appreciate the benefits of following a clear investment strategy assisted by experienced and dedicated professionals.  

• Want to know exactly how much they are paying for the service that they receive.  

• Want to preserve their capital and earn a reasonable after-tax rate of return without a high level of risk.  

• Have a minimum account size of $350,000.

 

Co-ordinating your team

Acting as quarterback to my clients, I coordinate your team of legal, tax, insurance and investment professionals to develop a cohesive wealth plan. My customized approach to wealth management addresses your financial goals and unique requirements through regular contact, ongoing account monitoring and review.