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Value statement

I have the utmost respect for the assets entrusted to me and recognize that they often represent the financial measure of a client’s lifetime. Committed, passionate and professional, I utilize a team-based approach, offering their individualized areas of expertise to each client while also working seamlessly with a client’s accountants, estate planning attorneys and other outside professionals to maximize resources. Their sole objective is to help create an individualized wealth management plan that provides income in the present and security in the future—for this generation and beyond.

Solutions

To help accomplish your objectives, I offer a wide range of financial solutions:

  • Investment management consulting and advisory/fee-based accounts
  • Fixed income products
  • Tax-free investments, management and planning
  • Retirement plans and 401(k)/IRA rollovers
  • Insurance services

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
 

Contact us today to set up a meeting at (888) 524-7412.

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Latest Insights

Audio commentary: Checking in on U.S. bank stocks – A conversation with Gerard Cassidy

Mar 31, 2020 | RBC Wealth Management

A conversation with Gerard Cassidy, Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, RBC Capital Markets

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Latest Insights

Pointing at graphs on tablet page

Six wealth planning strategies for turbulent markets

Mar 27, 2020 | RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

Read more