It's not just your money. It's your life.

Investing with confidence

My first priority is responsibly managing the financial assets you entrust to us- helping you more effectively manage your wealth and achieve your financial goals. Through good markets and bad, I help clients by asking questions, listening, educating, and delivering effective solutions, and superior service.

Enthusiasm for SRI driving change in wealth management

I am very pleased to have recently been featured in the article Enthusiasm for SRI Is Driving Changes In Wealth Management Units. Socially Responsible Investing (also called SRI or ESG) aligns your core values and financial goals, helping ensure that you are Investing With Purpose. I invite you to contact me today to learn more about SRI and how I can help you achieve your financial and social goals.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation.

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

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