Awards and Industry Recognition
If you have encountered a key crossroad in your financial life—selling a business, diversifying a concentrated position, preparing a timeline for retirement, or transferring wealth to the next generation—you know the value of practical experience. I believe my team and I have the insights and knowledge to guide high-net-worth and ultra-high-net-worth clients in navigating these decisions.
I have worked in wealth management since 1997. During that period, I sold a family business, heightening my ability to anticipate the issues involved. Business owners and entrepreneurs look to me and my team to orchestrate complex transactions—before, during, and after a liquidity event. I appreciate the time-sensitive nature of these transitions. Clients look to me for empathetic leadership and reliable advice, walking with them through inflection points in their lives and wealth.
An integrated perspective
When wealth takes on a certain scale, its complexity is not linear – it's exponential. My team and I are skilled at clarifying client goals and suggesting a more efficient path forward. We offer a tax-sensitive approach to investing, wealth transfer, and charitable giving. Creative thinkers, we enjoy designing innovative approaches to intricate issues, helping clients move forward with confidence.
Clients look to us for complementary offerings that reflect their hierarchy of objectives:
- Wealth planning
- Goals-based investment management
- Risk analysis and mitigation
- Pre-liquidity-event planning
- Generational wealth transfer
- Family engagement and governance
Enduring relationships built on trust
Client referrals are our primary source of new relationships—an honor that spurs our desire to exceed expectations. We believe clients appreciate the structure and organization we bring to their financial lives, as well as our heartfelt service ethic. We're gratified to have made a difference in people's lives for the better.
Our client relationships tend to be deep and enduring—often spanning multiple generations. Clients point to the perspective we provide, the confidence we inspire, and the resolve we demonstrate in pursuing their needs. We savor the opportunity to serve as a "safe harbor in the storm" during life's challenges. Many of our client relationships develop into lasting friendships—a dynamic that inspires our continuing enthusiasm for our work.