Every Client Comes First. Always.

Our Expertise

With over 50 years of combined experience, my wealth management network delivers what high net worth clients and their families are looking for: a team-based approach encompassing their entire financial portfolio. Here are our areas of expertise:

• Creation of low-cost Individual Pension Plans
• Access to flow-through tax shelters
• Access to new issues (IPOs, financings)
• Low-cost wealth management integrating risk reduction techniques
• Efficient charitable donation planning

Our Clients

Our typical client is a high net worth individual with 500k to 5+ million in assets who may already have an investment advisor. He or she is looking for a complete solution that will complement his or her financial needs and is seeking a specialized advisor.

Finding the right investments and the right strategies is the first step following a client analysis. Servicing clients beyond their expectation is an integral part of the overall approach, even when it means delivering a monthly statement by hand to a client’s home on a weekend and reviewing account activity together.