Doing well by doing good

Value statement

I provide high quality, customized, wealth management services to individuals and their families, non-profit organizations and qualified plans. I also offer independent consulting services to foundations, endowments and trusts. I am dedicated to providing each client with the highest level of service possible.

Global Insight Monthly

Global Insight Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, foundations/endowments and their assets.