Our promise and principles
As your advisor, I will sort through your investment choices to determine which suit you best. My priority is preserving and growing the assets that have been entrusted to me. My practice is shaped by three guiding principles:
Be honest. I deliver to each client a package of honest and objective advice, never tied to any particular product or third-party manager. The only bias affecting my recommendations is your best interest.
Be accountable. Helping people manage their money is a serious business. I take it seriously because I know the decisions I help you make will affect your future. My attitude toward handling your investments is the same as I handle my own investments, which I am happy to show you. We do not play the double-or-nothing game. We strive to keep you ahead of tax and inflation.
Be prepared. Many clients hold the right investments in the wrong way. Through what I call financial engineering, we help clients structure money the right way. I can’t make the rain go away — but we can ensure your umbrella and your raincoat are of sound quality and in good working order.