No two clients are alike — and neither are their portfolios. I take a deeply personalized approach to investing, starting with a clear understanding of your values, goals, risk tolerance, and timeline. Whether you're building wealth, preparing for a life transition, or aiming to live off your investments, we’ll co-create a strategy tailored to your specific needs. Your portfolio is designed to grow with you, and I’ll continue to fine-tune it as your life evolves.

Your investment plan is only as strong as its foundation. Through thoughtful asset allocation, we spread your investments across different asset classes, industries, and geographies to balance risk and opportunity. Diversification isn't just a buzzword,  it's a core strategy I use to help protect your wealth in both strong and uncertain markets.

*Asset allocation and diversification do not guarantee a profit or protect against a loss.

It’s not just about what you earn — it’s about what you keep. I work closely with your CPA or a vetted tax partner to design a tax-smart investment strategy that integrates both your personal and business finances. From asset location planning to capital gains management and tax-loss harvesting, I proactively look for ways to reduce your tax liability without sacrificing your growth potential.

Whether you're decades away or already drawing income, retirement planning is one of the most important parts of your financial future. I help you define your retirement lifestyle, determine your “freedom number,” and build a plan that funds it with confidence. We’ll explore everything from 401(k)s and IRAs to income strategies and Roth conversions, ensuring your retirement investments are both sustainable and tax-efficient.

Cash isn’t lazy — it just needs direction. Whether you're holding cash for an upcoming purchase, peace of mind, or to weather uncertain times, we’ll develop a strategy that helps it work for you. That may include high-yield accounts, short-term investment vehicles, or flexible access for unexpected opportunities. Together, our goal is to strike the right balance between liquidity and growth.

Interested in diversifying beyond traditional markets into alternative investments or real estate, but not sure how to implement it strategically? Or do you already own real estate and need to diversify into traditional markets? That’s exactly what we work through together. I help clients thoughtfully incorporate these strategies into their broader plan, helping ensure the liquid and illiquid parts of their portfolio are aligned and working in harmony.

You’ve built something meaningful, and now you want to understand how to make your money work just as intentionally. Whether you’re newly stepping into financial decision-making or simply want a deeper understanding of your investments, I meet you where you are. Together, we’ll demystify the financial jargon, walk through your portfolio in plain language, and explore the strategies behind it. This isn’t about proving anything — it’s about giving you the clarity and confidence to take the lead in growing and protecting what you’ve built.