You have accumulated wealth by working hard and demonstrating confidence. Understanding and sharing the values that drive you, and supported by many years’ experience, I manage your wealth through a disciplined, balanced, conservative team approach so your every investment need is satisfied.
My top priority at all times is preserving your capital by minimizing risk and taxes while maximizing opportunity. Knowing your family and unique needs extremely well enables me to work with you and your heirs to transfer your wealth to the next generation seamlessly and ensure it remains well protected.
Remaining your single point of contact, I will co-ordinate and simplify your finances so that your wealth enhances your life instead of complicating it. I will liaise with your lawyer, tax accountant, insurance specialist, and estate planner and combine their efforts into one cohesive strategy to save you time, duplication and confusion.
I keep my clientele small and select to remain available to provide you with highly personalized attention. Working by appointment, I am happy to meet with you every month or two — or on a frequency that meets your needs — to touch base and keep you informed.
Although you may lead a busy, complex life, I will keep your investments simple and traditional, focusing on blue-chip, high-quality securities of established companies and eschewing alternative investments such as derivatives. My motto is to play by the book — but always use the book.