The best returns are more than financial

My approach

I guide my clients in their pursuit of growing and preserving wealth, minimizing taxes and risk, and generating income in order to achieve their financial objectives now and in the future.

I am a firm believer in a goal-based approach to investing that starts with a clear understanding of what my clients wish to achieve for themselves, their families, and their communities. Collaborating with my clients to identify their unique timelines, risk tolerance, and values is a key part of my process and has substantial influence on any financial solution I propose. The result is a personalized wealth management plan that can be updated as life changes occur. 

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Take 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.

Bulletin Board