Finding the right financial advisor for you and your family with whom to build a long-term trusted relationship is a major life decision. As life and the markets change over time, you need a Financial Advisor that helps you know exactly where you stand – now, tomorrow, and in the years to come.
Since 1992 Jamie's dedicated his career in financial services to helping clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk.
He is dedicated to delivering comprehensive wealth management services to individuals, families and entrepreneurs and have a personal vision to help each client’s plan for a financial future in a way that best meets their goals so they can focus on the other important things in their lives. He uses a consultative process to identify where clients are now, where they want to go, and any gaps for getting there, including five key client concerns:
1. Wealth Preservation:
Goal: is to produce the best possible investment returns consistent with the client’s time frame and risk tolerance. The reason is to keep their wealth and have enough to fund their lifestyles, whether simple or extravagant.
2. Wealth Enhancement:
Goal: To minimize the impact of taxes on clients’ income and investment returns while ensuring the cash flow they need. Taxes can – and do- eat up a great deal of wealth.
3. Wealth Transfer:
Goal: To take care of heirs and other love ones in the most efficient way possible. Given the dynamic interactions of families and the fluid nature of today’s tax environment, the affluent must be proactive with estate planning to have their wealth benefit their heirs as much as possible.
4. Wealth Protection:
Goal: To help ensure that assets are not unjustly taken. Many affluent individuals worry about becoming divorced or being taken sued – not surprising, given our litigious culture.
5. Charitable Giving:
Goal: To make meaningful gifts to charity in the most impactful way possible. Many affluent individuals want to make a true difference in the world.
In addition, he can work with your tax and legal advisors to help get the most out of your plan. If you are looking for a Financial Advisor to work with he would be happy to meet with you for what is called a Discovery Meeting. He will look at where you are and where you’d like to be and identify any gaps. He only work with a limited number of clients for whom I can have a significant impact, but if I’m not the right advisor for you, he will let you know. If he is not, he will refer you to someone else.
FINRA Registered Representative Series 7, 10, 31, 63 and 65 registrations
Maryland insurance licensed
CERTIFIED FINANCIAL PLANNER™ professional
Well Fargo Advisors and its affiliates do not provide legal of tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC.