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I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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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. To set up a consultation, please contact me.

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Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 | Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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