Business Overview

Through a very professional and personalized relationship, I work closely with my clients including business owners, families/individuals and Non-Profit Organizations in assisting them with accurately identifying their comfort level for risk as the first and crucial step of the investment process.

To implement our fully customizable investment plan, we will select strategies ranging from an advisor driven, discretionary portfolio management methodology utilizing individual companies to traditional asset allocation strategies. Other financial objectives can be met with income generating portfolios or hedging strategies as our main goal is to always preserve, manage, and grow the wealth that has been created with the least amount of risk possible.

Specialties also include analyzing and providing corporate retirement 401(k), Defined Benefit and Education Savings Plans.  In addition, reviewing Trust and Estate Planning Strategies that coordinate seamlessly with Insurance portfolio.