Investment Management

Whatever your long-term goals – buying a second home, travel, leaving a legacy, or having choices for your health and long-term care, building wealth through investing may be able to give you the financial security to reach these goals.   Working with a professional money manager can save you the time and energy needed to navigate the complex investment landscape. I look at your entire financial situation and then recommend a customized strategy based on your unique situation. There are numerous benefits to having your investments professionally managed. Professional Money Management helps you to:

• Stay on track and focused on your long-term goals.

• Avoid emotional decision making by providing a calm, objective perspective and behavioral coaching.

• Ensure your investments are aligned with both your risk tolerance and your risk capacity.

• Keep your investments allocated and balanced according to your risk tolerance and goals.

My philosophy is that investing should be for the long-term, that investments should be well-diversified and that risk should be mitigated whenever possible.   I offer a wide range of investment portfolios and work with a variety of experienced, professional portfolio managers. Which means whether you are looking for growth, conservation, or income, I have options to help meet your needs. If you have investments that aren’t being managed, that you are self-managing or that are with an advisor who never reaches out to you, I can do a complimentary analysis to look at how well your current investments are aligned with your overall financial situation, your goals and your risk profile. To schedule that analysis, click the button below.