Wealth management approach

Our approach and discipline is different from most investment advisors. By providing customized portfolio management and counsel on an individual basis, we employ an investment philosophy based on delivering solutions and services tailored to the unique and complex needs of each client as opposed to a "cookie cutter style" or pre-packaged financial product. As such, a more personal relationship is cultivated and the appropriate wealth strategy is developed in consultation with each client, where strategies are customized to fit their lifestyle, goals and risk parameters.

Another key element in my investment philosophy is the protection of assets during periods of declining markets. To that end, we work diligently to manage risk by constructing balanced portfolios and having a disciplined sell strategy. We believe focused risk management in most cases can help protect against major losses.

As part of the working client relationship, attention is paid to changes in people’s lives, including financial events, employment changes, family affairs and retirement needs. Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Director, Private Wealth Strategies


advisor

Wealth Management Consultant