First Vice President - Financial Advisor, Consulting Group
My practice has one goal ...to preserve and enhance capital in light of each investor’s needs and circumstances. I do this by formulating and executing customized wealth management plans and working with my clients’ total identified assets in order to help meet their long-term goals. I am respectful and conscious of each client’s risk tolerance and time parameters.
By creating the appropriate allocation of financial assets, diversified and structured to suit each client’s particular situation, I allow time and compounding to produce return and intended results, not timing or outguessing the market. Success is measured by the achievement of goals and objectives.
Starting with the initial investment strategy meeting, I work closely and continuously with each client and with the client’s legal and tax advisors as appropriate. I strongly believe open communication is critical to the success of any investment program. Each client is invited to participate fully in setting objectives, implementing specific investments.
I take pride in my ability to build long-term relationships and when appropriate, to develop working partnerships with my clients’ other key business and personal advisors.
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
Please contact me to discuss your retirement goals and wealth management planning needs.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
July 12, 2022
May 20, 2022
A strategy to stay focused
May 10, 2022
Social Security: At a glance
Cyber security - Strategies for staying safe online