Let us help you grow more than wealth


Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service and a comprehensive approach to managing wealth that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

American Rescue Plan Act of 2021

On March 11, 2021, President Biden signed the $1.9 trillion American Rescue Plan Act of 2021. The economic stimulus package follows in the wake of the $2.3 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 and the nearly $915 billion stimulus included in the Consolidated Appropriations Act of 2021, passed in December 2020. The majority of the new provisions are for 2021 only and build upon aid measures Congress approved last year. Learn more.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Food for thought

Today’s realities and tomorrow’s challenges are calling for new, technology driven food production and distribution solutions spanning a range of activities from farm to table. In the fifth article in the SusTech series, we look at technologies that offer the promise of feeding a growing global population while limiting the burden on the environment. Are investors seeing the start of a long-term uptrend? Read the full economic outlook in the latest edition of Global Insight.

 

My philosophy of investing can best be summed up by these quotes:

"My two rules of investing: Rule one – never lose money. Rule two – never forget rule one." – Warren Buffett

"Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it." – Warren Buffett

"Even if you are on the right track, you will get run over if you just sit there." - Will Rogers

"It is better to miss the occasional boat than to catch the one that sinks." - Confucius


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

What are the real risks from Evergrande’s credit woes?

We don’t see the potential default of China’s largest property firm as the onset of a systemic event. We look at the likely impact for investors.

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