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 retirement plans.
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.