Senior Vice President - Financial Advisor, Senior Consulting Group
I help clients achieve their investment objectives by formulating and implementing customized wealth management programs and investment strategies that most suitably meet their individual needs, including preservation of capital, maintaining growth, and protection of intergenerational transfer of wealth. I am dedicated to building strong, long-term client relationships based on servicing accounts in changing social and economic conditions, both good and bad. I accomplish this by applying a comprehensive approach utilizing:
If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call me today to discuss how we can put the steps into action for you.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
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.
December 6, 2019
Daily Market View
Global Insight Weekly
December 2, 2019
Fixed Income Interest Rate Market Monitor