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Personal relationships. Customized strategies.

When you work with me, you’ll quickly discover that you are more than just a number. Your situation and financial goals are unique—and your wealth management plan should be as well. Working together, we will develop a strategy that focuses on your objectives and reflects your lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family and your legacy. Then I will design, build and implement a customized plan to help you reach those goals.


How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

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If you are not already a valued client, I invite you to experience the skill and dedication of our team built on integrity, client service and a spectrum of investment services for individuals, families, institutions and their wealth. Contact me today.

 

Latest Insights

Will the Fed's shifting inflation strategy impact the interest rate outlook?

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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