My approach

I work closely with a team of other wealth management professionals to develop a customized wealth management plan for you and your family. My approach to working with clients is a structured process and is designed to cover all the financial bases. If we work together you can expect to cover the following steps:

  • Meet and discuss personal and professional background
  • Obtain financial asset details, develop financial asset and liability inventory
  • Discuss priorities/needs/timing
  • Run models to quantify/test reality/feasibility of objectives and goals
  • Develop asset allocation model for each objective, priority specific
  • Review and analyze current assets and liabilities, fit into allocation model, retain/reposition
  • Implement recommendations, financial asset repositioning, liability management
  • Account consolidation
  • Estate planning review, legal document checklist, titling of accounts, balancing
  • Disaster protection review, life insurance/impact of loss, disability, liability, life care
  • Establish service expectations, frequency of meetings
  • Interaction with other professional advisors (legal, tax) team meetings

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Management Consultant


advisor

Wealth Management Consultant