I serve clients planning for retirement who are focused on making their investments last 20-30 years. In my 32 years in this industry I have managed the full life cycle of client wealth from pre-retirement to the passing of assets to the next generation or charities of choice.
Navigate joint financial decisions, tax strategies and legacy planning together.
Tailored financial planning addressing the unique needs of same sex couples.
Navigate the responsibilities of inherited wealth with guidance on preservation, growth and purposeful stewardship.
Coordinate wealth strategies across generations for lasting family prosperity.
Sophisticated wealth strategies for corporate executives and their families.
Maximize compensation and build long-term wealth with strategic financial planning.
Integrated business and personal financial planning for entrepreneurs.
Specialized planning for government employees including pension and benefits optimization.
Financial strategies for professional athletes to protect and grow career earnings.
Specialized expertise where I deliver the greatest value
Thoughtful estate planning to protect your legacy and provide for future generations.
Strategic retirement plan management to maximize your savings and employer benefits.
Income strategies designed to make your investments last through retirement.
Comprehensive insurance and risk mitigation strategies.
Strategic guidance for real estate investments and rental income optimization.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
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