My vision and focus is to provide you with a higher level of service by focusing on your net worth and the needs of your family and future generations. While the investment portfolio remains an integral part of meeting your objectives, real success is achieved only through building your net worth.
I understand that an advisor, although educated, experienced and motivated, is not an expert in all financial areas. For this reason, we work closely with a network of outside professionals, or your team of professionals, to build and implement the strategies needed for long-term success.
How I Get Paid
NEGORIATED FEES: As a fee-only advisor my fees are based on the services I provide or the market value of your investment portfolios or other assets. The fees are negotiated at the onset of the engagement based on the varied services that bring value to our relationship. I never receive commissions for transactions I conduct on your behalf.
PROFESSIONAL TEAM: I understand the benefits and importance of bringing together professionals from different disciplines to help you reach your objectives. I can help you put together your own “team of professionals” and periodically meet with them to ensure your needs are met.
UNBRIDLED SERVICE: My service is not constrained by what I believe you need, rather I tailor our service to what you tell me you require. I listen to you when you tell us how me can make your life better, and then deliver that service to you – when you want it!