Building a Personal Financial Legacy for Families
For the past 35+ years, I have been fortunate to work in a field that has been a lifelong passion of mine. I began as an intern for Shearson at age 16, which solidified my desire to make my mark on this industry. After high school, I went to work full time at Bear Stearns and attended college in the evenings. I have never looked back.
Every day is different. Every day is a challenge. And I have the privilege of participating in this transformation every day. After spending the first 25 years of my career in New York, I relocated my practice to Newport Beach. I am fortunate to have maintained many long-term client relationships back East as my practice has continued to expand in California.
A CONSULTATIVE AND GOALS-BASED DISCOVERY PROCESS
My team and I have found that experience matters to clients, like you, who seek wealth management support. We marry our high degree of investment focus with a disciplined process to help deliver the confidence that your financial future is secure.
By discussing your existing investments, tax and estate requirements, time horizons and risk profile, we gain an understanding of your unique goals and the values that are truly meaningful to you. These inputs are the foundation upon which we develop an investment plan specifically tailored to your financial objectives.
- CAPITAL PRESERVATION
- GENERATIONAL TRANSFER
- RETIREMENT PLANNING
CUSTOMIZED AND PERSONALIZED
The hallmark of our practice is delivering an excellent and individually-focused experience, and we hold ourselves to an exacting standard in the pursuit of that promise. My team and I offer the responsiveness of a boutique wealth advisory firm coupled with the world-class resources and products offered by a global financial institution, to build prosperity in many ways.
Delivering Investment Management Strategies Build Around Your Needs
A CONSERVATIVELY BIASED PROCESS
My team and I share a number one goal— to achieve a profitable return in a sensibly constructed investment portfolio. We take a long-term view, and our wealth management style reflects that philosophy. My team delivers value-driven portfolios, often using an equity income strategy that helps preserve capital and generate predictable and taxadvantaged cash flow. Our focus is on low volatility investments, and we align our methodologies to aim for the soundest course rather than chase trends in the marketplace.
RIGOROUS PORTFOLIO CONSTRUCTION
Identifying high-quality investments requires attention to every detail, and I bring a strong technical background to care for a range of sophisticated scenarios. My team and I galvanize the resources of J.P. Morgan's investment professionals and draw on our seasoned due diligence to select appropriate instruments and build tailored portfolios that we manage in-house.
A FOCUS ON RISK MANAGEMENT
Every investment decision we make begins with a well-thought-out strategy that is based upon individualized needs. Emphasis is placed on avoiding undue risk that could impair the capital you have entrusted to me.
INTELLECTUAL STRENGTH AND THOUGHT LEADERSHIP
My team taps J.P. Morgan's tools, metrics and award-winning research team^1^ to develop an informed view of the investment landscape. Our process is personalized, driven by analysis and quantified through simulations which illustrate portfolio scenarios. We work diligently to educate you and deliver wealth management guidance in clear and comprehensible terms. Through our access to the firm's vast well of knowledge, we distill an abundance of global market data into meaningful information that supports our personalized process.
Experience has taught us that it is essential to remain proactive and adjust and adapt as needed. My team regularly meets with clients to review their investments and keep pace with any changes in business or personal objectives that may affect our planning.
J.P. MORGAN LEGACY
At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm's 200-year history of serving individuals and institutions alike allows my team to deliver the highest caliber of wealth management guidance.