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 Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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.

Bulletin Board

Latest Insights

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more