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I help individuals and families define and achieve their current and future financial goals. I offer my clients objective financial advice for accumulating and managing wealth prior to retirement. The financial choices I offer are truly unique and are tailored to the client’s specific risk and return profile. Once in retirement I present clients with strategies for converting wealth to income. Whether saving for education or retirement, or going through the estate planning process, I pride myself on making recommendations based on an individual’s specific needs.

Managing your money, making it grow, protecting it and using it to your best advantage can take considerable time and expertise. This is why many affluent people and families depend on financial advisors like me for professional assistance. Perhaps you are also looking for professional help achieving the results and minimizing risks.

I will work with you to develop strategies and deliver personalized solutions for accumulating, protecting and transferring wealth — in addition to using your wealth to help create an income stream during retirement. My methodical approach to providing wealth management services can help simplify your life.


Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Latest Insights

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Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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