Overview

As a one-person shop, I am interested in expanding by connecting with an advisor seeking to find a good home for their clients. My practice was built to be a high-service fiduciary to a relatively small number of households and my time is spent working on client needs rather than marketing and networking. This leaves capacity to add clients and serve them well. Adding significant revenue quickly would allow me to hire a protege so that clients are served well and a future generation will be available to serve for a long time. Investing is done in house (I have extensive portfolio management experience) using individual securities, ETFs, mutual funds and occasionally a select few alternative investments. Please do not hesitate to reach out and have a conversation.

Last Activity
within 2 months

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