My Approach

It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

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Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business

Experience

27

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