I focus on comprehensive and customized financial planning and investment strategies for affluent individuals and families. Together we will develop a strategy exclusive to your financial situation, goals, and risk tolerance.
Although investment strategy is at the core of all portfolios, my services extend far beyond just that, and include retirement, education, and estate planning. The accumulation, growth, and protection of wealth from generation to generation is a major focus of mine, and it is my goal to help you protect you and your family’s assets, and leave a legacy of achievement.
To learn more about my planning process and customized investment strategies, or to schedule a financial consultation, call me at 202.955.4328 or email me at firstname.lastname@example.org.