Wealth Planning & Professional Investment Management

I help people align their investments with their financial goals and manage portfolios for them.


Wealth Map Process

Many financial issues affect us all: saving for retirement, minimizing taxes, financing a child’s education or even putting together a multi-generational family wealth plan. I follow a six step process I call The Wealth Map. The Wealth Map is effective, productive, and repeatable and will help you with the achievement of your life’s financial goals.