Strengthening your financial security


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I work with successful individuals and families to help assure peace of mind.  As a financial advisor, I believe it is essential to act as an educator, counselor, financial planner, and portfolio manager.  My comprehensive wealth management system encompasses all aspects of where you are today and where you'd like to be, because it's about you, and not just about your money.

Investment philosophy

I believe in a straightforward and disciplined approach to investing.  One that is balanced, low cost, and tax-efficient, while continually seeking to improve.

I believe the right mix of high-quality stocks, bonds, and cash alternatives will help you reach your goals with as little risk as possible.  Furthermore, by employing strategies with the least amount of cost, including tax consequences, we have a higher chance of your success.

I also believe it is imperative to continually research and evaluate, striving to ensure we are investing in the best available option.


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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

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Latest Insights

Commuters on a train

A return to yield curve normalcy?

May 23, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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