I work with investors who are striving to achieve their dreams of success. For some, it means passing a successful legacy to children and grandchildren. To others, it means participating in charitable and philanthropic work. To business owners, it means growing their small business and positively contributing to their community. My practice was built upon a simple mantra: Trust is earned and should last a lifetime. I would be privileged to show you how I can help you on your path toward your life-long goals.
Services
Often, the most trying times for investors occur at moments of change, such as retirement, divorce, or loss of a spouse. I use a planning-based approach to help clients understand their needs for wealth accumulation as well as distribution. I employ tools and strategies to help my clients generate a stream of income from their investments and help them manage expectations and risks in an ever-changing market.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
My clients' needs always come first. My approach to investments is fee-based and tailored to your needs. My recommendations and strategies are driven by your needs, comfort level, risk tolerance, and time horizon. While everyone's portfolio may hold similar investments, it's the mix and the variety that determines the amount of risk we take.
When I first meet new prospective clients, I spend as much time as they need getting to know them and their circumstances. Family, career, goals, needs, and desires will all have an impact on my guidance and how the portfolio will be constructed. Frequent and clear communication is a critical component to my clients' success.
As a portfolio manager in Stifel's Solutions Program, I manage assets on a risk-adjusted, discretionary basis using a pre-screened investment approach. This enables me to quickly react to market conditions when implementing my clients' investment strategies. The result is customized investment management, with strategies tailored to my clients' specific needs and objectives.
Reviews (1)
Katalina Kaki C.
Oct 18, 2020
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The WORST investment company, advisor, and manager I have ever dealt with in 30 years of doing business. Since Larry retired, Nate took over my account. He is rude, evasive, condecending, and unresponsive. The assistant tries but rarely answers her phone. I called the corporate office to get someone to help me cash out my Roth IRA and Direct Deposit into my account. It has taken over 1 week. In speaking with the manager, John, he took my time to inform me that the agent is fantastic, he's worked with him a long time, and I am somehow "wrong" in my assessment of his customer service skills. Rule
