WELCOME
For first-timers
If you have never worked with an advisor before, you are in good company. That describes most of the families I work with.
You do not need to arrive knowing the right questions or the right vocabulary. That part is my job.
WHO I WORK WITH
Most of the people I work with come to me
in one of three situations.
A major change has
put you in charge.
After an inheritance, a divorce, or the loss of a spouse, you may be facing financial decisions you never expected to make on your own. I help you find your footing and move forward with a clear head.
Much of your wealth
is tied up in company stock.
If you are an executive, often in tech, consumer, or pharmaceutical companies, a large part of your net worth may sit in stock options and company shares. I turn that into a clear plan, with the tax timing handled on purpose instead of by accident.
You are preparing to
sell the business you built.
Selling your company is the largest financial event of your life, and rarely something you have done before. I work with a select number of owners through that transition, drawing on years spent inside the firms on the other side of these deals.
Experience that is hard to fake.
I have spent nearly two decades in the financial world, more than half of it advising individuals and families through inheritances, sales, divorces, and the equity packages executives carry. The earlier years were on the trading and investment side of major Wall Street firms.
I hold three of the more demanding credentials in the profession. Stripped of the acronyms, they mean I am trained in full financial planning, in the real mechanics of how investments get built and vetted, and in the complicated situations that come with real wealth.
If you have read this far, we should probably talk.
A first conversation is just that, a conversation. You do not need to prepare anything or come in knowing the right questions. We talk through what is going on, and we both decide whether I am the right fit. No pressure, no obligation, and no question too basic.
I take on only a few new families a year. I would rather have one real conversation than ten rushed ones.
