Successful wealth management requires the skill and coordination of a wide range of professionals. While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf. Even though you have a team of highly trained professionals, you may not want to be responsible for keeping the lines of communication open between them.

As your primary advisor, I can take the lead role in coordinating the flow of information among your:
  • CPA
  • Trust officer
  • Insurance specialist
  • Attorney
  • Private banker