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

Welcome to my website

We have an unwavering concern for the well being of our clients and are dedicated to helping them achieve their financial objectives. We strive to provide the highest level of personalized service. We believe that trust, respect, knowledge, integrity and hard work form the foundation of any long-term relationship.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read 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. 

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Latest Insights

Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 | Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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