Senior Vice President - Financial Advisor, Consulting Group
I provide comprehensive advisory solutions primarily to retirees and their families. A focused commitment to matching suitable investments to individual client needs has proven to be a successful formula for the previous 20 years. Establishing trust and maintaining open communication with my clients has been the foundation for building deep and loyal advisory relationships with my clients. In today’s volatile financial markets, it is extremely important to select a financial advisor who is working with their best interests at heart.
I utilize a three-step approach encompassing retirement income planning, asset allocation, and prudent investment selection. My wealth management approach is personalized according to clients' particular needs. I believe that the most effective way to capitalize on today's market trends is to be diversified across a broad range of asset classes which typically include stock, bonds, cash for liquidity needs, and selectively alternative investments. Tax minimization is also an important consideration. My investment philosophy generally emphasizes investing for the long haul over multi-year time horizons. Too often people want instant gratification which is a sure way to set yourself up for disappointment. A patient, well-conceived strategy is vital for building and protecting wealth.
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
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