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 Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in 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. 

Bulletin Board

Latest Insights

Engineers

The promise and peril of AI

May 14, 2026 | Eric Lascelles

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

Read more