Financial Advisor
CurrentMy partners and I have a referral-based private wealth management and financial planning firm focused on comprehensive planning, tax strategies and wealth management. We do not offer any proprietary products. We are independent, objective, unbiased and personal in our approach when it comes to managing your money. We help implement investment strategies that utilize a combination of best-of-breed money managers, private investment firms and alternative investments. We help select investment vehicles that best suit our clients' investment objectives, risk tolerance and values. We work with mid-to-high net worth individuals, entrepreneurs, business owners and SWORDS (Single Widowed or Divorced). We have clients throughout the country located in over 25 states.
