It’s one thing to excel at financial management and wealth generation, the “necessary but insufficient condition”, to serve the real needs of my clients. As such, safeguarding assets, managing portfolio risk, and growing value is the minimal expectation.
With the greater intent to service to my clients’ true needs, wants, and aspirations, I seek to provide an entirely new level value that captures and cultivates individual, family, and/or organizational mission, vision and values. The purpose: to fulfill one’s true intent for advancing purpose and legacy.
Doing this work requires making the complex simple and seeing the many variables relevant to your success—then focusing in on the vital few that make the real difference.
By better understanding you, where you’ve been, where you are, where you aspire to go, I seek to clarify specific strategies and solutions needed to:
• Help with financial growth, longevity, and security
• Preserve and cultivate wealth for multi-generational impact
• Fulfill personal aspirations for making a difference and leaving a legacy
My objective is to earn the title: trusted advisor—one who puts client needs first—where my agenda is your compelling vision—where your values are serviced through a highly personal strategic plan of action. With a background in law (JD), accounting (CPA), business (MBA), and with 30 years of serving exceptional clients, I endeavor to be the go-to resource for maintaining your foundation of wealth, but serving your highest aspirations—no matter how long you live or what life events you encounter.
To accomplish this mission I have a limited client base so I may attend to the unique needs of each client. While I’m not looking for more clients, I’m always looking for the right clients.
If my approach rings a bell with you I will happily engage a brief conversation to explore how I may help you achieve your life goals, ambitions, and intended legacy.
And, yes, my CPA (inactive status) number is really 12345