Senior Investment Advisor
CurrentComplexity simplified. At Sea Glass Wealth Advisory Group, we want our clients to lead extraordinary lives.In order to make that happen, we need to truly understand our clients' goals - determine where they are today, where they want to be and build a plan together that helps to ensure they get there.Each family is unique in its complexity.We help determine a strategy that works best, and form comprehensive investment and wealth planning relationships with the… Show more Complexity simplified. At Sea Glass Wealth Advisory Group, we want our clients to lead extraordinary lives.In order to make that happen, we need to truly understand our clients' goals - determine where they are today, where they want to be and build a plan together that helps to ensure they get there.Each family is unique in its complexity.We help determine a strategy that works best, and form comprehensive investment and wealth planning relationships with the families we serve - often engaging a team of industry specialists so we can deliver an integrated solution covering a number of key wealth planning considerations.With Sea Glass Wealth Advisory Group our clients are our main priority.We achieve this by being responsive and accessible, by delivering on a customized communication strategy designed to meet our clients' expectations.We will know we are successful when our clients say that our relationship with them provides real value - that their lives are better for trusting us with their financial well-being. A responsibility we don't take lightly.Our mission is to assist our clients as they navigate the complex questions in life. For instance:* When should I retire? Can I retire early?* How do I live off the equity in my house when I sell it and downsize?* When should I sell my business? How can I replace the income I generate through my business?* I've been presented with a severance package - now what? What are my pension plan options? Show less
