My wealth management career has spanned four decades and generations of families that I serve today. My team's discipline and devotion reflects my own. Beyond portfolio strategies, we bring clients the benefits of personalized wealth management on a broad scale – using the firm's research, array of resources, and goals-based wealth management approach. WHO DO WE SERVE? Successful individuals accumulating wealth (corporate executives, physicians, CPAs, attorneys and business owners), as well as retired couples and widows. We've grown by way of referrals from many clients we consider good friends. WHAT CHARACTERIZES OUR APPROACH? We are wealth managers who focus on serving each client's full financial life. Savings and Investments only get clients so far. By putting strategies into motion, we can help clients move efficiently toward defined objectives. And because we believe that estate planning strategies count for as much, or more, as having diversified portfolios, we help clients articulate their most urgent desires for family members. We also coordinate with clients' CPAs and attorneys. WHAT MAKES ME PROUD? • "Looking out for clients" with a process that helps them prepare for what's ahead. As examples, we help senior executives develop exit strategies and assist other clients with Social Security strategies. • Having a career where I'm encouraged to help people. I treat clients as I would our own families – visiting them at home, engaging both spouses and building personal connections with multiple generations. Clients have worked hard, sacrificed and saved. They deserve our best efforts. • Being a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
