Helping you achieve financial success!


Investment philosophy

Strategic — I believe the most effective way to capitalize on positive market trends is to generally be invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given my client’s risk tolerance, time horizon, and financial goals.


Value statement

I am a financial advisor experienced in implementing strategies and solutions to help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. I strive to enhance retirement through dividend and interest paying investments. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.


Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Take the next step

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

Read more