Personal relationships. Global resources.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest Global Insight 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

Latest Insights

Capitol building

Debt ceiling update

May 26, 2023 | Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

Read more
Pensive woman

Mixed message

May 25, 2023 | Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

Read more