From the inception of my practice-now dating back some 40 plus years-I've had the extraordinary privilege and pleasure of watching many of my clients go from one of life's stages to the next. Custodial kids now going to college; working families now adjusting to retirement; and, fortunately, and unfortunately, sometimes watching the birth of a newborn, or the death of a loved one.
Each life situation presenting different financial challenges and needs, the responsibilities of which, many times, I'll share with my clients.
Although I view my role as family financial advisor as nothing short of enormous, I also do take considerable pride at being such an integral part in so many of my friend's lives. In my role as a Wealth Manager, my job is to understand my client's financial goals, needs and expectations, and then match each personal situation with an appropriate investment solution.
Our team is well positioned with many years of experience and the vast resources we have at our disposal.
