First Vice President - Financial Advisor, Consulting Group
Aligning values and investing
Responsible Investing encompasses a number of investing approaches, including Socially Responsible Investing (SRI), Environmental, Social, and Governance Investing (ESG), and Impact Investing. Many individuals are choosing responsible investing because of its unique ability to combine financial success and social impact. To read more, please click here.
As your financial advisor, I will help you develop financial peace of mind. By defining financial goals and resources, by developing and implementing a personalized investment strategy, and by monitoring and evaluating your portfolio, I help you build, manage, and preserve your wealth. By clicking here, you will begin your path to financial peace of mind. Honesty and Integrity embody the values that establish my relationship with my clients. When combined with creativity, we can develop your long-term financial blueprint. Great wealth is rarely the result of luck; careful planning is a key element for financial success.
High-net-worth Millennials are engaged with their wealth and actively preparing themselves to manage it wisely. In the third of four reports in our in-depth wealth transfer series, we look at how Millennials acquire financial knowledge, manage the inheritance process, and prepare to pass on their wealth to the next generation. Download our Millennials and Wealth Transfer Report to learn more.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. If you are not currently a client, feel free to contact me and set up a meeting.
December 12, 2017
Wealth Monitor Newsletter
November 4, 2017
Cyber Security - Strategies for Staying Safe Online
Stay or roll? Understanding your retirement distribution options