Personal Investment Management
It's not just for the wealthy anymore.  You need more than money to be financially successful.  You need a plan.  I'll help find solutions to your financial problems and present a roadmap to your financial goals.  If you already have a sizeable estate, or even if you're just starting out, let me show you how you can benefit from professional investment management.

• Stocks and Bonds
• Mutual Funds
• IRAs
• College Funding
• REITs
• 1031 Exchanges
• Trusts
• Retirement Planning
• Rollovers
• Annuities
• Divorce Financial Planning
• Life Insurance

Financial Consulting & Advice

Not sure if you're on the right track? Maybe you're not ready for an ongoing relationship, but you need some objective advice or help with some tough financial decisions.

“When can I retire?”

“Should I buy a house or continue renting?”

“How much should I be saving?”

“Is my 401(k) plan properly diversified?”

For a comprehensive financial review, I can be retained hourly or on a project basis.

High Net Worth

Sophisticated investors often require additional investment products and services to better manage their finances, and we are well positioned to accommodate these high net worth clients.

Our ICAS platform gives us access to dozens of private, institutional-quality money managers, each specializing in a different niche style of investing.  These separate accounts are professionally managed and maintained specifically to your individual needs.

Our high net worth clients generally require a higher level of portfolio diversification, and we often utilize alternative, non-correlated investments such as private real estate, commodities, precious metals and land.