I believe families are best served when they work with someone who specializes in their needs. After all, you wouldn't go to an orthopedist if you needed heart surgery! The same is true for your finances.

My CLIENTS ARE:

1. Diligent savers who are retired or close to it with at least $1,000,000 in investments (excluding real estate). They have done a terrific job building their wealth and are now retired or within 10 years of retirement and want to focus on preserving their wealth throughout their retirement years.

AND

3. Seeking a trusted advisor so they can outsource their financial planning and investing to better focus on what they love most whether it's time with family, their career or business, travel, volunteering, or something else.

If this sounds like you, I would love to speak with you.

Or learn more about our firm and how we work with clients

*If you are just getting started financially or facing financial difficulties, I offer a strategy session free of charge.