It's time to start your wealth plan

Welcome

I believe that people are only comfortable with things they understand and professionals they trust. It is my objective to develop a long-term personal relationship with each client and steer them toward the investments that better meet their unique goals.

By focusing on retirement income planning, I help provide asset protection and financial solutions to individual investors and their families. Using my broad-based experience and retirement planning techniques and backed by a professional full-service team, I can help you build and preserve the wealth that can allow you to sleep well at night while living your dreams during the day.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Taking 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 click Contact .

Latest Insights

U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

Read more

James and Chris

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