Wealth Management

Divorce can be the catalyst for reassessing life goals.

Post divorce, your financial security is our primary concern. I will help you identify your goals and align your assets to compliment your preferences, life events and interests.

I follow a disciplined approach to Wealth Management that outlines 9 critical issues that clients are likely to face at some point in their lives. This framework allows me to focus on your vision for your financial future, in addition to the immediate needs at hand.

My belief in frequent on-going client communication allows me to anticipate which of those key issues will be in the fore-front while focusing on a client’s complete financial picture. This approach affords my clients the freedom to live their lives in the way they desire, while I manage the details.

Operating within a boutique Wealth Management setting, my firm provides a platform of best in class services supported by research and education that far exceeds industry standards.

Each client is unique, which is why every plan is specifically crafted to support your preferences and comfort level.

Butterfly flying
  • Independent

  • Objective

  • Intelligent

Wealth Management Solutions