Overview

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.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...