Wealth Management

Real wealth management is hard. This is the reason most advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences, and goals to help direct the short- and long-term steps in your financial life.  I do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. I do PLANNING; we’re constantly updating your financial picture, your goals list, and your upcoming planning items. You’ll be organized, educated, and comfortable with your finances, so you can focus on the things that matter most to you.

Review your inflows and outflows (without strict budgeting) to help plan your saving, spending, and withdrawal strategies

Look for uncovered risks, so your family is protected (but not overprotected) against negative events

Use advanced tools and realistic assumptions to “run the numbers” that’ll help you navigate your path through retirement

Incorporate your cash-flow planning to look for opportunities to reduce your overall tax burden

Ensure what you have is handled per your wishes when you can no longer control everything yourself

Build and maintain an investment portfolio that incorporates your personal goals and circumstances

Explore strategies to help you effectively support causes that are meaningful to you