Wealth Advisors

I've been studying, investing and managing millions in financial assets for over three decades. Don't get me wrong about the money comment. We're a financial firm and have an entire strategy to grow and protect wealth. What is often missed is your financial portfolio (the money) is just one part of the bigger retirement picture - a winning 2nd Half is really the ultimate objective.

Sometimes decisions will be made to support the bigger picture of your 2nd Half instead of purely for the highest financial gain. Years ago, much to my concern, I realized the 2nd Half I wanted and the legacy I desired to leave were at risk. Life changes and unexpected twists and turns brought my concerns to the forefront.