Partner, Senior Vice President, Wealth Manager

Ideal Client Profile

My investment advisory practice is planning based and takes into consideration the investor’s goals, time horizon, liquidity needs, assets, and risk comfort level in creating a custom and personalized investment strategy.

Working hard, saving money, and hoping for the best, simply isn’t good enough!

In order to preserve the highest level of service as my client’s advisor, my practice is limited to advising approximately 250 families and businesses. While it is impractical to believe that every new relationship will match each point listed below, this profile identifies several characteristics of those who could benefit most from the services provided.