Customized services for your complex needs
As a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with thirty-two years of experience in the financial industry, I have optimized my practice to serve the needs of high-net-worth households.
My practice has three areas of focus:
- Wealth preservation. Optimizing your portfolio to maintain your wealth while meeting your objectives for spending and giving.
- Multigenerational planning. Preparing to pass your assets and values to the next generation and educating the next generation about their responsibilities.
- Philanthropic planning. Helping you determine your best choices for philanthropic tools and timing. Evaluating which organizations will make best use of your gifts.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.