My team and I serve the investment needs of high-net-worth individuals and their families, corporate executives and entrepreneurs, offering comprehensive wealth management that simplifies the financial challenges that often accompany the accumulation of significant assets.
As a trusted advisor, I deliver tailored strategies that bring guidance to sophisticated requirements, such as asset management, diversification strategies, tax considerations for trust and estate planning, wealth transfer ideas and philanthropic giving.
My goals-based and step-by-step planning process includes the careful prioritization of short-, medium- and long-term objectives. Through direct access to the resources and research of J.P. Morgan, I work to ensure that the totality of a client's assets are integrated and organized into one financial picture, and their capital is appropriately invested.
By partnering together in this deliberate and methodical manner, I remain proactively engaged in helping to realize differentiated wealth management goals.
As a trusted advisor, I oversee the challenges that accompany the accumulation of significant assets. My aim is to simplify the investment process through a dedicated plan that supports the thoughtful integration of every element of a financial picture.
A methodical and step-by-step approach
My emphasis on providing a high level of personal service is rooted in a deep commitment to focus on clients' best interests. By working together in this deliberate and methodical manner, I remain proactively engaged in helping them to realize their wealth management goals.
I apply organizational and technological tools to anticipate next steps, and develop appropriate recommendations. This due diligence saves time, fosters continuity and assures my clients an array of value-added deliverables:
- A careful analysis of both sides of the balance sheet that examines assets as well as liabilities to identify opportunities and impacts
- Tailored strategies and asset allocations designed to accommodate risk parameters and help meet short-, medium- and long-term goals
- Cash flow analysis and appropriate income stream generation
- Investment considerations of concentrated holdings
- Careful execution of investment plans coupled with the intellectual capital and extensive resources required to help deploy recommendations
- Continuing support and review to assess evolving goals, current markets and future plans
Direct access to extraordinary resources I serve as the single point of contact to one of the most complete product platforms in the industry—J.P. Morgan's broad suite of investment advisory services and proprietary research—which I leverage for the benefit of each individual. I am proud to simplify the roadmap toward investment management, and aspire to be a partner in my clients' success.