President
CurrentRelevance Capital Management specializes in the financial issues facing current retirees and those whose focus is on planning for retirement. These issues include positioning assets and capital to provide an income that can increase over time. The most efficient use of Social Security, pensions, and stock options, in an increasingly complicated tax environment, are all issues on which our team has provided guidance to our client base. In short, we help clients filter the noise of the marketplace and the media, through their unique goals and circumstances, so they can "reclaim their white space"™.