Professionals and Executives
If you are a doctor, lawyer, professional or
corporate executive who is too busy to devote time and energy into
managing wealth, I can help.
I can offer a clear understanding
of what you need based on your unique circumstances. In many cases, a
corporate executive's success is closely tied to the success of his or
her employer through stock options, incentive pay, and supplemental
This may create the need for in depth advice
on investment strategy, risk and tax minimization, cash flow management,
and estate planning.
It is a common theme amongst this group
of engaged and active business people that they find a trust-worthy
advisor, capable of managing their financial affairs as well as they are
able to manage their careers.