Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Saving for Education
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Charitable Giving Strategies
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • ClearEdge Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025

Community participation

Honored to be recognized in Forbes

All of us at ClearEdge Private Wealth are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.