Our Services
Comprehensive High-Net-Worth Capabilities and a Clear, Uncompromising Client Focus
• Customized investment strategies
• Tax-sensitive investing
• Alternative investments
• Hedging strategies
• Market and economic insights
• Comprehensive reporting
• Concentrated equity solutions
• Environmental, social, and governance (ESG) investing
Investment Strategies
• Revocable and irrevocable trusts
• Charitable trusts and private foundations
• Special needs trusts
• Asset protection trusts
• Trusteed IRAs
• Life insurance trusts
• Estate settlements
• Estate guardian/conservator
Trust services*
Our Services
• Strategic philanthropic planning
• Income tax coordination
• Charitable trust design
• Foundation creation and administration
• Donor-advised funds
Philanthropic Planning
• Asset preservation planning
• Incapacity planning
• Insurance planning
• Concentrated asset risk management
• Property and casualty insurance review
• Cyber and physical security Specialist referrals
Risk Management and insurance Planning
• Estate planning strategies
• Controlled asset transfer techniques
• Estate and inheritance tax planning
• Wealth preservation strategies
Estate planning
• Securities-based lending
• Specialty financing
Banking and Lending
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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I advise individuals, families, business owners and Senior Professionals with at least $500,000 in retirement and non-retirement accounts combined in all aspects of Wealth Management including:
Retirement & Estate Planning.
Investment Portfolio Management.
Insurance Review.
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That’s simple. My goal is to develop deep, long lasting relationships with my clients, getting to know them on a personal level. I take a vested interest in their financial success throughout the different stages of their lives.
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Please feel free to either email or call me to ascertain how I may be of assistance.
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Yes, as a registered broker-dealer, I usually receive a fee for the market value of the advisory assets I manage on behalf of my clients; however, I am able to offer brokerage services and am required to consider whether non-fee based services would be in the best interest of clients depending on their specific situation.