As a financial advisor and investment strategist with over twenty years of experience, I work with a team of dedicated financial and legal specialists to provide high net worth families with custom lifetime planning services. Our team works with clients face to face to design an investment and wealth management plan that takes into consideration the unique goals and acceptable risks of each family. Our strategies are nothing like the “one size fits all” services offered by traditional advisors and their institutions. We manage the portfolios and assets of our clients the way a CFO would manage those of a corporation. Many of the business owners and executives that we work with appreciate the familiarity of our family CFO concept. All clients receive highly customized consultations in the areas of investing, retirement planning, philanthropic planning, risk management, and legacy planning. The typical net worth of our clients ranges from $2.5 to $25 million with $2 million or more in investable assets. My team and I are experienced at managing and advising on both traditional and non-traditional assets, including private equity, hedge funds and other alternative asset classes.Specialties: Investment Advisory, Alternative Investments, Wealth Management, Risk Management, Oil & Gas Investments, Real Estate Investing, Managed Futures, Retirement Counseling, Debt Management, Tax Compliance, Risk Consulting, Legacy Planning, Insurance, Estate, Philathropic Planning, Working with Lottery winners, helping people with inheritances, liquidity events including sales of businesses and other sudden wealth situations.