Personalized Wealth Management
Your Tailored Roadmap to Success
Strategic Wealth Management
Building and Protecting wealth go hand in hand, and should happen together. The more you have, the more you should consider protecting what you’ve built. In fact, protection should be considered as the first step of building wealth.
Protecting Wealth
Building a house starts with a foundation that is solid. In building wealth, risk management is that foundation. It answers the “What happens to (my family, my plans, my assets) if something goes wrong?”
Together, we review your needs for personally owned life, critical illness and long term disability insurance, consider your cash flow and comfort level to give you and your loved ones the peace of mind for long-term success. As an independent broker, I can access many vendors to match your unique situation. I am transparent in my process from start to finish.
Building Wealth
Investment holdings are like a bar of soap. The more you touch it, the faster it disappears.
We work together to construct a portfolio putting together the right blend of Equity and Fixed Income funds, according to your risk tolerance and our discussions of what makes sense. We will take into account diversification and regular contribution strategies. To avoid my personal bias, I utilize a proprietary tool that tracks money inflows and outflows from the market over a rolling 12-month period.