COMPREHENSIVE SERVICES
Rely on the powerful resources we can bring to your complex wealth needs.
Comprehensive Wealth Services
My approach ensures that your financial journey aligns with your values, priorities, and goals, providing a cohesive, lifelong plan that adapts as your life and circumstances evolve.
Wealth Planning
I build your comprehensive wealth plan by looking at all aspects of your financial life. Using a multi-family office approach, I consider your assets as well as your liabilities, family dynamics, risk, employee-benefit plans, business interests, real estate, illiquid assets and more.
Retirement Planning
A crucial aspect of retirement planning is determining the annual income you can expect from your investments. I create tailored retirement income strategies designed to help you maintain flexibility and control over your wealth, while also focusing on building a legacy that can be passed on to future generations.
Investment Management
A disciplined, risk-managed investment strategy takes into account the entire range of risks associated with your wealth. By employing my investment approach, I craft, tax-efficient investment portfolios tailored to your specific needs.
Estate and Legacy Planning Strategies
Developing an estate plan is about taking control. The plan will control how assets are managed and distributed, along with who will handle these tasks if you cannot. An estate plan will help 1) determine who will inherit your assets, 2) take care of your minor children, and 3) make legal and healthcare decisions for you if you are not able.
Risk Management Strategies
It’s common to ask yourself, “If something were to happen to me, would my family have enough to live on?” Now, more than ever, it’s an important question to consider. Our team can help review your current financial situation and develop a strategy to help protect your family’s financial needs. I recommend revisiting your life insurance needs as your financial and family situation changes.
Tax Efficient Investment Strategies
Tax implications are a big consideration when managing wealth. I will collaborate with you and your tax advisor and keep you abreast of the latest tax legislation. I understand the impact of tax considerations when implementing your investment strategy and can make needed adjustments as policies and legislation changes, paying close attention to what you will keep versus what you will pay in taxes.
Access to Custom Lending Offered through Wells Fargo Bank, N.A.
I can help you make your lending more strategic. With access to Wells Fargo Bank, the custom lending team can provide the financial foundation to help you move quickly and take advantage of opportunities when they arise.
Business Owner Services
While every business transition is different, I can help you through the business exit process. I'll work closely with you to identify and implement a business succession strategy that helps meet your needs, while planning for a smooth transition to the future owner. I can help you with a wide range of strategies including transferring ownership to a family member or selling to an employee or outside buyer.
Executive Planning Strategies
I understand the unique opportunities and challenges that executives face. Holding a large position in company stock increases your risk level compared to having a well-diversified portfolio. I’ll help you build a strategy to simplify the complexities that come with the demands of your position.
Education Savings
How can you help your children and grandchildren pay for college? The first step is to make sure education savings is incorporated into your overall wealth plan. Even if the children are young, it’s not too early to start planning. I can help grow and manage your education savings while still planning for other financial goals.
Philanthropic Services* Offered through Wells Fargo Bank, N.A.
Make an impact and meet your philanthropic objectives. I can provide education on the various philanthropic vehicles and help guide you in establishing your philanthropic vision, values, and mission statement with access to a team of over 100 specialists throughout the U.S. dedicated to philanthropy.