Wealth Management
Custom planning to suit your needs and goals.
Wealth Management
Wealth management makes me think of a big country estate - It’s valuable, but not necessarily liquid, and it’s easy to get run-down if not appropriately managed. Just as with maintaining a large property, protecting your nest egg is a significant task that involves a variety of different tasks. I start from a position of simplicity, and add complexity (more funds, more complex investments) only where it adds value.
Cashflow Planning
Managing income, bills, savings, and more can feel overwhelming. I’ll work with you to develop a plan that optimizes your cashflow while working towards future needs, goals, and retirement.
Estate Planning
I work with clients to develop their plan for estate distribution, and then partner with expert attorneys to create documents that reflect their wishes. Through the estate planning process, we can provide for minor children with guardianships and trusts, facilitate efficient estate disposition, minimize federal estate taxes, and more.
Insurance Planning
As individuals who pursue adventurous lifestyles, we know how critical it is to manage risks. Whether insuring your life, disability, health, long-term care, or property and casualty, I work to understand your needs and collaborate with independent brokers to get you the best coverage at a reasonable cost.
Investment Planning
Our investment planning strategy begins with a thorough discovery phase to understand your objectives, preferences, experience, and needs. We then create an Investment Policy Statement, which is your master plan. Finally, we build a custom asset allocation and select securities that help reach your long-term goals.
