Providing Trusted Wealth Management Solutions
It is about independent and objective investment solutions and not settling for just mediocre or good when there is a better or best.
It is about the potential for better returns, better downside protection in volatile markets, at a fair and competitive price.
With over 20 years of financial services experience and a CFA Charter holder, I provide trusted, discretionary, wealth management solutions where my clients come first. In addition to in house products from the bank, I have a full toolkit of top external asset managers allowing me to add specialized strategies and better manage risk.
Trust is the cornerstone of our business. I believe trust and relationships can be best built by putting clients first. This means giving your full attention to the clients that have entrusted you with their wealth.
I cut through the jargon and focus on what matters most for your priorities and goals. I believe a handshake is more than just business etiquette.
Investment firms are different. Individual Advisors are different. I am passionate about what I do and am thankful for the opportunity to help my clients. Through careful planning and ongoing counsel, our success is our client's success. Wealth is hard won and we work equally hard to manage it.
Comprehensive Wealth Management
Investment Management is just one part of what we do. Through our team of experts, we offer a holistic approach including: Private Banking, Financial Planning, Estate Planning and Corporate Executorship Services, Business Succession Planning, and Asset Protection.