The best returns are more than financial


Value statement

With a goal of building a customized, personal investment partnership with each client, I provide wealth management and retirement planning to individuals, families and organizations.


Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Taking the next step

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. Contact me to set up a consultation. 

Latest Insights

Businessmen

Has the Fed won the war on inflation?

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Read more