Goals-based wealth planning tailored to your financial scenario.
I help you focus on your long-term financial goals, such as providing for a comfortable retirement, diversifying equity from the sale of your business, and liquidity strategies for concentrated securities positions. My focus is on delivering bespoke strategies that address your important needs.
I also offer advisory guidance on capital planning, asset allocation and investment management services for institutions in the NIL (name, image and likeness) university-adjacent collectives space. I then build investment plans to help the excess capital pools appreciate so as not to be donor-dependent.
Supplementing my background in sophisticated planning and investment strategies, I act as a conduit to J.P. Morgan's vast array of wealth management services and specialists to address your particular needs:
>> Wealth planning
>> Securities lending
>> Capital planning
>> Asset allocation
>> Portfolio management
>> Succession planning