After a ten year career in law enforcement and over sixteen years in the financial services industry I'm going to do something that many of my competitors won't do: I'm going to tell you the truth. I'm not a portfolio manager. I don't specialize in picking individual securities and managing portfolios. I'm a Wealth Management Advisor. The value I bring to my clients is not through trading stocks in their accounts daily. The fact is that affluent clients in today's complex and fast moving markets need a team of professionals making decisions about the daily activity in their portfolio that is consistent with their risk tolerance and financial goals. That is exactly what is available to our clients through our wealth and investment management.
Decisions about your portfolio are made by people who are equipped to analyze companies, mutual funds, market conditions, and a host of other factors that directly impact the risk and return potential of your portfolio. Before a client can effectively utilize these resources however they must have a plan. That is the value that I bring. I specialize in constructing individualized strategies for you and your family that focus on achieving your financial goals and address all of the areas of your financial well being: asset allocation in your portfolio, saving for education funding and retirement, life and long term care insurance analysis to protect your family and estate from the unexpected, debt management, and utilization of the world class banking resources of Bank of America to simplify your life. Whether you're working with a Financial Advisor now, managing your own portfolio, or you haven't yet taken the steps to address financial planning needs in your life I invite you to meet with me and my team to explore the opportunities available to you here. We work hard to build lasting relationships with our clients that give them the confidence that comes from a well crafted financial strategy and the best financial resources available anywhere. My team and I love what we do and are excited to be working everyday to help people realize their dreams and goals. If this sounds like what you're looking for in an advisory team please reach out to us today to learn more about our practice and how we can help you.