I partner with clients to develop and execute custom-tailored wealth management plans. Each resulting portfolio is designed to achieve prospective goals while considering risk tolerance, time horizon, cash flow requirements and other unique constraints. By implementing industry-leading solutions to grow wealth, control risk, optimize taxation, we position your portfolio to excel in perpetually evolving market conditions.
Versatility is prudent in rapidly changing markets, therefore I do not commit to a singular investing style. A combination of fundamental and technical analysis along with a data-driven approach to control emotional biases is at the core of my investing philosophy.
You will receive full transparency regarding performance, fees and holdings. You will connect directly with me during continuous touchpoints to monitor your progress and I am readily available to address questions and concerns in between scheduled reviews. When necessary, I liaise with experts ranging from tax specialists, estate planning consultants and lawyers to ensure your needs are absolutely satisfied. Our partnership could span decades and my services extend to future generations.
Working in banking and finance for over 15 years has provided me with the experience necessary to navigate your financial circumstances with confidence. My credentials include the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP®) accreditation, insurance license and options trading license, among others.
Contact me for a complimentary consultation.