Construction and Maintenance of Detailed Financial and Estate Plans

Helping clients’ achieve their financial goals is the mission of my practice. If clients feel I have increased the predictability of achieving their financial goals, then I have done my job well. I create comprehensive financial plans for my clients that act as the backbone of everything I do to guide all of our decisions.

Goals-Based Investment Planning

There is not one solution to how money should be invested. Each client’s plan is personalized  based on the particulars of a family’s situation, unique circumstances, risk profile and time horizon. Planning includes an in-depth understanding of a client’s willingness, ability and need to take risk with their investments.

Behavior Management and Modification

The data I look at with my trusted portfolio management team tells me that investors tend to be their own worst enemies. Much of what I do is designed to help my clients overcome the emotional drive to do the wrong things at the wrong times. My job is to help clients define their goals, remind them of these goals over time and minimize unforced errors on the way to pursuing said goals.  Self-managing an investment portfolio without professional help can often lead to numerous types of investing mistakes.

Investment Selection and Risk Management

I am incredibly proud of the portfolios I manage on behalf of my clients. My job is to build successful, goal-oriented portfolios with an emphasis on historical context, situational awareness and common sense. I prize evidence over excitement and durability over everything as I look to withstand a wide range of market environments. The main focus of my client’s investment plans centers on portfolio construction and risk management, while always keeping in mind costs and tax efficiency.