“Good financial advice ultimately is defined by the patient building of a long-term relationship founded on the values of trust and independence and knowledge of each individual.” ~Jim Parker, DFAI help high net worth individuals and families plan for, and transition into retirement, navigating the complexities around investing and tax planning. When you enter retirement it is extremely important to have align your investments with a tax-efficient income plan. Our investment philosophy begins with a long-term strategy that is tilted to reflect our long-term outlook. From there, we adapt to changing market conditions based on qualitative and quantitative factors that reflect our short- and medium-term views. We use passive and active investments to gain exposure to areas within global markets, with an emphasis on low-cost vehicles like ETFs. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, I serve many roles for our private wealth management clients, including:1. An Independent Voice: Provide objective advice and recommendations in a fiduciary capacity. 2. A Listener: Understand my clients’ goals, fears and emotions to better provide practical, long-term solutions.3. A Teacher: Educate each client on the pros/cons to different strategies; tailoring each to best help them accomplish their goals. 4. An Architect: Design, build and execute wealth management strategies to match each client’s risk appetite and lifetime goals. We bring proactive tax and investment planning opportunities to clients. 5. A Coach: Reinforce sound principles and discipline to keep clients on track and committed to a plan.