Planning Services:

I offer comprehensive, Fee-Based Planning for clients who are thoughtful about their future.

Whether it’s a one-time engagement or an ongoing relationship, the process is the same: thoughtful analysis, disciplined strategy, and a framework that supports real-world decisions.

This isn’t generic advice. It’s a structured, adaptive process designed to help you navigate complexity and life’s transitions with confidence.^[1]

Investment Management:

Too many portfolios are built around chasing headlines, market timing, or the latest trend. That’s not strategy. It’s gambling disguised as investing.

My process begins with clear design, risk awareness, and alignment to your life, not the market cycle. Every decision is guided by long-term goals, not short-term bets.

Most portfolios start with a core discretionary strategy focused on risk-adjusted returns and long-term planning. From there, we may incorporate satellite allocations, including alternative^[2] or market-linked investments, to help manage volatility and expand potential.

This approach is structured, adaptive, and long-term by design. It’s not built to beat the market this quarter. It’s built to help you move through full market cycles and life’s transitions with confidence.

The Difference Clients Feel -- and Why They Stay:

• Planning built around your life, not a model

• A thoughtful, disciplined process to help you navigate complexity with clarity and confidence

• Portfolios aligned to long-term goals, not nearsighted objectives

• Professional insight, delivered personally — not through a call center or rotating advisor

• Consistent communication, proactive guidance, and a strategy that adapts as life evolves

Specialized Services:

Some moments in life carry more weight, especially when business ownership, equity compensation, or major transitions are involved. For clients facing added complexity, I offer specialized guidance alongside comprehensive planning and disciplined investment management for areas like:

• 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 

I have the experience and capabilities to help you navigate these and any other financial challenges that may lie ahead.

_{[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.}