Ideal client

Based on my decade and a half experience in the financial services industry, I have come to recognize the type of client who will have a successful long-term working relationship with me.   

High income professionals, inheritors, corporate executives and business owners benefit the most with my expertise.

Many of my current clients have reached a stage in life that they are able to focus on accumulating business and/or investment assets to fund their eventual retirement.

If retired, they recognize the importance of relying on a professional to help them manage their financial affairs so that they have more time to focus on their family, their hobbies and interests, and enjoying their accumulated wealth - what matters most.

If you are decisive, open-minded, and willing to implement good advice, we will have a good working relationship. Complete honesty and openness about financial circumstances only helps me be a better financial planner to you.  

Many of my clients lack the time or expertise to effectively manage their financial affairs.  They rely on me, a qualified professional they trust, to understand their needs and help them make smart decisions about their money.

My clients are not looking for a speculator or short-term trader. They want, and I encourage them to seek, reasonable long-term investment performance and capital preservation.  I help them adhere to proven wealth management systems and programs.

If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.