Our services are based on cultivating relationships and providing each client with personalized professional service. No two situations are identical, from the simplest to the most complex, we offer each client the same attention to detail and focus. Beyond a philosophical perspective, we strive each and every day to make integrity and honesty core values of our practice. Our goal is to establish long lasting relationships with each and every client and to be a trusted advisor that you can depend on year after year. No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit. After taking a close look at your financial and tax situation, I can help point you in the right direction with a plan. Planning and implementing an investment program is one of the most important steps you can take for your future. Please contact me to schedule a consultation.