As a Founding Partner and Portfolio Manager at Corvus Capital, LLC, I help clients find solutions for wealth management, income planning, and retirement. I am focused on managing assets based on technical analysis and flow of money. This includes areas such as:- Income Planning- Retirement Plannig- IRAs- 401(k)- Charitable Giving- Asset Protection- Insurance Planning- Wealth Creation, Management, and Preservation- Trust Documents- Financial Reporting Corvus Capital LLC provides financial planning and investment portfolio management as well as shopping life, disability and long term care insurance. Since we are not tied to any particular products or services, we offer independent, unbiased research and guidance designed to help individuals and families navigate a clear path toward financial freedom.Disclosure: Securities offered through Parkland Securities, LLC, Member FINRA (FINRA.org)/ SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Corvus Capital is independently owned and operated. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Parkland Securities, LLC, SPC or Corvus Capital. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Tactical Money Management, Quantitative Analysis, Financial and Estate Planning

As managing partner and portfolio manager of The Private Client Group through Money Concepts, I work with high net worth clients and business owners in growing and protecting their wealth. We specialize in portfolio management and quantitative strategies. We work closely with estate planning and tax attorneys to build, retain and properly distribute your estate.