You’ve attained significant wealth, but the complexities of sophisticated investment management, estate planning strategies and time commitment. I work with managing directors at banks and hedge funds, partners at law firms and professionals with investable assets exceeding $750,000. My Focus: Elevating Your Wealth I ensure your wealth works as hard and strategically as you do. Throughout my career, it’s clear that the most successful and knowledgeable individuals need impactful, expert wealth management that aligns with all phases of their lives and goals. How I Deliver For You As a CFP®, RICP® and ChSNC, I offer: • Dynamic investment management: Beyond portfolio construction, I focus on not just growth, but mitigating losses as well as tax-efficiency utilizing sophisticated financial tools. • Comprehensive Wealth Preservation: Protecting your assets through proper insurance, liability and trust planning. • Advanced Estate & Wealth Transfer: For ultra/high net worth individuals/families, using tools such as large, structured, financed life insurance strategies tailored to support generational wealth preservation. A Partner You Can Trust: I am committed to helping you make informed financial decisions that are aligned with your needs and life’s aspirations. I am passionate about building enduring relationships, providing personalized attention and proactive communication. Ready for clarity and greater control over your financial future? Let’s connect.