Investment Management
The design, implementation and monitoring of your portfolio is the foundation of my service. Industry-leading solutions and the highest level of due diligence complement my responsibilities as a steward of your hard-earned capital. The peace of mind from your investments being professionally managed allows you to focus on the remaining important aspects of your life.
Financial Planning
Having completed hundreds of wealth plans, navigating your unique circumstances is my specialization. We work together to organize the variables shaping your future, apply rational assumptions, interpret the results, and formulate a strategy that will act as a roadmap to achieving your goals.
Risk Management
Exploring solutions to mitigate your risk exposure. This ranges from insurance to provide financial relief during adverse circumstances to derivative strategies in order to hedge a concentrated portfolio position.
Tax Optimization
We methodically analyze your financial plan and identify opportunities to minimize your tax burden. I coordinate with your tax professional to review the recommendations and motion the plan into action. Tax-advantaged accounts, income-splitting, and insurance are a few of the strategies deployed to retain more of your wealth.
Retirement Mapping
Helping you achieve your desired lifestyle. We leverage your financial plan to forecast your cash flow requirements, supplement your pension and savings with income-generating investments, and identify ways to avoid retirement pitfalls. We develop a strategy to leave a legacy and ensure that your testamentary wishes are supported.
