It's not just your money. It's your life.


Value statement

I help clients to accumulate and conserve their wealth through a combined quantitative and qualitative approach that looks at both immediate and future income needs. My goal is to understand their entire financial picture to help them meet these needs, have an enjoyable retirement and build an estate to pass on to their heirs.


Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me and set up a meeting.

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Latest Insights

Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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