Helping executives manage their financial success
Private Client Solutions
I provide holistic wealth management advisory services with one aim in mind: to secure your financial future. My team and I specialize in active investment management, constructing and managing custom portfolios with a focus on hand-picked investments, versus mutual funds and off-the-shelf products. The services we provide are the following:
- Discretionary Investment Management
- Retirement Planning
- Tax Planning
- Business Succession Planning
- Estate Planning
- Charitable Giving
- Divorce Financial and Asset Planning
- Education Savings
- Insurance Planning
Our clients have unique needs that require customized solutions. They have outgrown mutual funds and other off-the-shelf instruments, and they seek the flexibility and transparency of a personalized financial strategy. Our team works with each of our clients to create investment plans designed to produce results and protect against volatility. What's more, we strive to help our clients realize the benefits of efficient tax planning by coordinating our efforts with those of their accountants and tax advisors.
