Let us help you grow more than wealth
Community Association Services
The board of directors has a fiduciary duty to make decisions based on the best interests of the community they have been elected to represent. As part of this fiduciary duty, a board of directors is likely to engage with a licensed and experienced professional to guide them in this decision making process.
In addition to community association managers, accountants, attorneys, engineers, and other experts, a trusted financial advisor can serve as a valuable member of this professional team of resources. The goal my practice is to preserve association assets while generating additional investment income, minimizing risk, and meeting the liquidity needs of our clients. By making use of my services, the board can function in an efficient and prudent manner that benefits the community.
Private Wealth Management
Beyond services for community associations, I offer comprehensive wealth planning services for individuals and households. The wealth planning process begins with an integrated analysis based on client values, lifestyle, relationships, and objectives. By gaining an in-depth understanding of what is important to each client, I am able to offer sophisticated approaches to planning.
