As a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with twenty-nine years of financial industry experience, I help my clients plan to achieve their objectives.
Our practice has three areas of focus.
- Retirement planning. When you can retire with confidence, how much you can afford to spend, and how your legacy is evolving.
- Wealth management. Helping you manage your portfolio in a manner appropriate to your needs, your tax situation, and your risk tolerance. Finding opportunities to lower your taxes during your lifetime and for your heirs.
- Philanthropy. How much you can afford to give during your lifetime and at your death. Developing tax-wise methods of giving. Helping you evaluate individual charities.