Services: Clear Guidance
Financial Planning
Every client’s journey is unique. I will work with you to create a customized plan that addresses your needs, whether be it retirement readiness, education funding, cash flow, or estate considerations. My legal and financial training allows me to provide a robust roadmap to help you realize your goals and ensure alignment with your long-term objectives.
Investment Management
My approach to investment management involves a disciplined, research-driven philosophy similar to preparing a complex legal case. My methods emphasizes a value-oriented approach focused on quality businesses and thoughtful diversification for long-term results. I believe successful investing benefits from good judgment and insight derived from the rigorous analytical discipline essential to both law and finance. I do not offer cookie-cutter solutions. Your plan is unique to your goals.
Tax Planning
Thoghtful tax planning is critical to effective wealth management. Tax considerations are built into every stage of your financial plan. From portfolio construction and withdrawal strategies, to charitable giving and complext legal and tax considerations. My integrated planning approach helps you keep more of what you earn through proactive, year-round planning that minimizes unnecessary taxes while supporting your long-term goals.
Ongoing Support
No one can see the into the future, so your plan isn’t static. I am with my clients every step of the way to navigate life’s unexpected events. My dual legal and financial experience help you recognize when its time to seek specialized counsel, and my deep network of trusted professionals will allow you to move forward with confidence.
Start with a complementary meeting to see if we’re the right fit.