Holistic Wealth Management: I assist families and individuals achieve their life goals through the delivery of comprehensive wealth services. Most of my 30-year career has been serving as Portfolio Manager for Bank Trust Departments overseeing the assets and liabilities of family trusts, retirement plans, and foundation/endowments in a fiduciary capacity. I utilize a holistic approach that incorporates: Financial Planning, Investment Management, Estate Planning Strategies, Tax Planning, Retirement Planning, Liability Management, Insurance, and Wealth Management. This is executed in close coordination with the client’s other professional advisors: Tax, and Legal.
I am looking to acquire a book of business from an advisor(s) who share my vision of Holistic Wealth Management with a fiduciary foundation.