Services

Build a personalized portfolio strategy aligned with your goals, risk tolerance, and time horizon. My approach combines disciplined investment selection, proactive rebalancing, and a clear focus on long-term performance so you can feel confident your money is working for you, today and for the future.

Protect your family's future with thoughtful estate and legacy planning. I'll help you structure your assets to minimize taxes, avoid unnecessary complications, and ensure your wealth is passed on according to your wishes. Together, we'll create a plan that reflects your values and provides structure for generations to come. 

Safeguard what you've worked hard to build. Through comprehensive risk assessments and smart protection strategies, I help you identify potential risks from market volatility to unexpected life events and put safeguards in place, so you and your family feel secure no matter what life brings.

Enjoy the freedom to retire on your terms. I'll help you design a clear, sustainable retirement plan that provides opportunities, protects your lifestyle, and adapts as your needs change so you can focus on what matters most and make the most of this next chapter.

Keep more of what you earn with proactive tax strategies tailored to your situation. From reviewing your investment accounts to coordinating with your tax professionals, I help you identify opportunities to reduce tax liability and make informed financial decisions that support your broader goals.

Leverage decades of executive-level experience to make confident business decisions. Whether you're planning a succession, navigating a liquidity event, or managing a complex financial transition, I provide strategic guidance that aligns your business success with your personal financial vision.