While my primary focus is financial guidance, effective investment management is often part of a holistic financial plan. My approach to investment management is:

  • Focused on the long term. Today’s markets can be volatile and filled with uncertainty. I’ve guided several people through both good and bad, and helped them stay on track even when times are difficult. By creating a diversified portfolio and monitoring the results, your portfolio aims to create income over time.
  • Empowering. It’s important to know both what you have, and why it’s part of your strategy. At each stage, we’ll provide in-depth education that aims to help you feel more confident in your understanding of your financial picture
  • Personalized to you. Your goals, lifestyle, risk tolerance, and timeline all play a role in the recommendations I’ll make. Communication is essential as we create your portfolio so it serves you and your needs.

Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.

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