(860) 526-1734 investment advisor
(860) 526-1734 investment advisor
Managing and Building Your Wealth
Reasonably
Reasonably
Reasonably
Reasonably
Reasonably
It starts with a financial plan. Done reasonably, planning for your retirement can be just as enjoyable as planning for an exciting vacation. My objective is to help you develop a financial plan that will make you and your family comfortable and secure for years to come. More importantly, it can provide choice and flexibility.
Investment Philosophy
Wealth Accumulation and Capital Preservation go hand in hand. We focus on both when constructing investment portfolios based on your goals, time frame and most important - your risk tolerance. Risk management is paramount to achieving success. An Investment Policy Statement defines the process. If you have $500,000 or more in investable assets, let's schedule a no-obligation visit to investigate a mutually beneficial value-added opportunity.