How I Work With My Clients

Every potential client is invited to participate in an initial "no cost/no obligation" meeting so that I can better understand your financial goals, as well as your investment experience. Recommendations are only made once I have a thorough understanding of a prospective client's financial goals and tolerance for risk.

I am a firm believer in "choice". That is, clients should have more than one option to consider in most circumstances. After all, investing can be both long-term as well as tactical (or opportunistic) in nature. In many cases, clients will have a choice of working with me on a "fee-based" platform (based on assets) or a more traditional basis.I continually strive to learn and stay up to date on investment and planning strategies as they evolve.

As the financial landscape and investment climate change, so do individual needs. Market conditions and client portfolios are checked on a regular basis, and adjustments are sometimes recommended. I also welcome the opportunity to work with a client's tax and legal advisors to develop an integrated, comprehensive and professional approach to their planning needs.