My wealth management approach

  • Listening to your concerns and desires in order to help define your financial objectives;
  • Gathering data on your current family and financial status, quantifying your aspirations and gauging your risk;
  • Designing an investment program scaled to your objectives;
  • Implementing your program from a broad array of solutions;
  • Reviewing your progress and adjusting course as necessary.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Tom Nagle

Trust Consultant