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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

 
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

Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 | Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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