Planning Services:

I offer comprehensive, Fee-Based planning for people who take this seriously — and want a real strategy, not generic models or off-the-cuff advice.

Whether it’s a one-time engagement or a long-term relationship, the process is the same: thoughtful analysis, disciplined strategy, and a framework designed to bring long-term perspective and structure to your decisions.

This isn’t surface-level guidance or checkbox planning. It’s a serious process designed to bring clarity to complex decisions and structure to life’s transitions. The results are tailored — not templated.

Financial planning isn’t a one-time event — and treating it like one is expensive. It’s a living process: structured, adaptive, and grounded in long-term thinking.^[1]

Investment Management:

I often see portfolios built on noise — stock tips, market headlines, or trend chasing. That’s not a long-term strategy — it’s market exposure (and risk) without direction.

This is why my clients hire me. My portfolios begin — with structure, risk awareness, and alignment to your life, not the market cycle. My role is to bring clarity and discipline to every decision, so your portfolio supports long-term goals, not short-term signals.

Most client portfolios begin with a core discretionary strategy — built around risk-adjusted returns and long-term goals — then expand into satellites that may include alternative or market-linked investments to manage volatility without capping potential.^[2]

This approach is structured, adaptive, and long-term by design. It’s not built to beat the market this quarter — it’s built to achieve your goals and support you through full market cycles and life’s transitions — both big and small.

The Difference Clients Feel -- and Why They Stay:

• A real planning relationship — built around your life, not a model
• A structured, disciplined process designed to help you navigate complexity with clarity and confidence
• Investment strategies built for long-term goals — not short-term noise
• Professional insight, delivered personally — not through a call center or rotating advisor
• Consistent communication, proactive guidance, and a commitment to adapting your strategy as life evolves

Specialized Services:

High-consequence strategies demand more than general advice — especially when business ownership, equity compensation, or major transitions are involved. In addition to comprehensive planning and disciplined investment management, I offer specialized guidance for clients with added complexity, including:

• Executive compensation strategy and optimization
• Business succession planning and liquidity event guidance
• Risk mitigation strategies, including key person coverage
• Exit planning for entrepreneurs and family business owners

This is where experience matters — and structure makes the difference.




_{[1] Financial planning is available through our Fee-Based Planning Services program, which offers advisory services for clients with distinct planning needs.
[2] Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.}