My father was a primary care physician who privately practiced in Northern Rhode Island. I grew up watching the connection he had with his patients and that level of trust and caring resonated with me. I knew medicine wasn't for me but I was excelling in economics and finance and decided to pursue my strengths in that industry.
Now that I have my own practice, I like to think I have the same connection with my clients that my father had with his patients. I entered the investment business in 1989 working for The Equitable, becoming a Regional Manager in 1994. I established Black Point Wealth Management, Inc. in 1999 and am currently Managing Director of the firm.
Now that I have my own practice, I like to think I have the same connection with my clients that my father had with his patients. I entered the investment business in 1989 working for The Equitable, becoming a Regional Manager in 1994. I established Black Point Wealth Management, Inc. in 1999 and am currently Managing Director of the firm.
Services
We seek to work with clients on an ongoing basis to help them achieve their financial goals. Through regular performance evaluations and portfolio updates, we can make helpful changes to incorporate new information and changes in client circumstances and monitor their performance and make adjustments to their plan and portfolio as situations dictate.
Finances are complicated - whether it be investments, taxes, retirement planning, estate planning, income planning, insurance, charitable bequests. At various times in your life many of these issues will intersect. We help you structure and integrate them into a streamlined plan that encompasses both a broad vision and detailed plan.
Fees, expenses, and taxes matter a lot. We focus on net returns. Net returns are gross returns less fees, expenses, and taxes. Investors who ignore the effects of fees, expenses, and taxes often fail to compound their wealth as prodigiously as possible. Transparency is the best policy. We are happy to share with clients our own investment strategies and holdings.
Many individuals and families seek help simplifying the demands of managing wealth in order to devote time to business, personal endeavors, and family. This may encompass a desire to organize personal assets, develop an effective asset allocation strategy, insure against risks, and develop financial and estate plans to provide for your financial future and that of your loved ones.
As stewards of your plan, we provide fiduciary protection to help minimize risk and maximize participants' success. We conduct ongoing reviews and evaluate service providers to help ensure that our clients receive the best value. Our expertise, objective advice, and fiduciary protections mean you can trust us to do what's right for you.
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