My Personal Wealth Management Approach
What is Wealth Management?.....Wealth Management is the holistic approach to working with a client's total financial life. This can include (but is not limited to) retirement analysis, portfolio recommendations, insurance reviews, estate planning, education planning for children and grandchildren, annuity reviews, and income planning during retirement. I focus on providing wealth management solutions to clients nationwide with a full range of investment, trust, credit, cash, planning, insurance, and asset management solutions. I bring over 25+ years of experience, expertise and commitment working with professionals and their families. I use a consultative process to gain a detailed understanding of your deepest values and goals. Together with my team and partners, we then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments. Economic and market trends are making it harder and harder to compete on performance alone. Clients need relationship-oriented, goals-based, holistic wealth management. They need to do business with firms and advisors whose values and principals mirror their own. That is what sets me apart and I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations.
