Wealth Management ProcessI believe that there is a financial turning coming that will reignite inflation without sustaining growth. That will amount to the return of stagflation. Maintaining wealth across generations will be very difficult once this era begins as it will last at least a generation, maybe two.

The type of financial planning, wealth management, investing and estate planning that will be required to preserve and pass on your hard-earned assets will take a careful strategy that takes into account inflation, new forms of taxation and global currency adjustments. 

Your plan should be designed to provide flexibility for enjoying the fruits of your labor and also being able to invest when special opportunities present themselves after a period of volatility. 

I act as the captain of a team of top financial, legal and accounting professionals. Your team will be designed based upon your needs, goals and unique situation.

I have an extensive network to work with and I can work with your other advisers. Here are some of the people I have relationships with:

  • Certified Financial Planners
  • Chartered Financial Analysts
  • Investment Managers
  • Business Succession Planners
  • Certified Public Accountants
  • Enrolled Agents
  • Real Estate Professionals
  • Attorneys
    • Estate Planners
  • Trust Services
  • Chartered Life Underwriters

My primary goal is to provide a level of security and surety that you can count on. 

Contact me to talk about your financial vision and how we can secure it.