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Senior Vice President - Financial Advisor, Accredited Wealth Manager
I help high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. I customize my approach to help meet the individual needs of every investor. Clients are provided with important concepts needed to help them achieve their investment objectives while at the same time positioned to minimize risk. The key component of my service is comfortability. My clients must have a level of comfort that helps ensure peace of mind and confidence that their portfolios are positioned to achieve their long-term investment objectives. Clients must be at ease with my oversight of all the tasks entailed in the supervision of their portfolio. Use of advanced investment planning techniques, along with the willingness to work in conjunction with a client’s tax or legal advisor, provides the framework for a well organized approach to investing.
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.
February 7, 2023
Trend & cycle roadmap
March 20, 2023
May 10, 2022
May 20, 2022
Interest Rate Information