Virtual Financial Services | Investment Management

A dedicated navigator for your life’s most important journey.

Seeking to optimize financial results though deep partnerships with clients, their CPAs and attorneys, and a shared commitment to pursing excellence — delivered with the client’s best interests in mind.

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Why Clients Work With Me

A meaningful, full-service relationship with a boutique financial advisor and wealth manager who purposefully operates a small book of serious investors and HNW/UHNW clients.

What I Do
For Clients

Planning-based complete wealth management focused on achieving goals and outcomes, with no proprietary investments and a fiduciary duty to advisory clients.

How I Work With Clients

Custom-fit processes for individual clients delivered using Continuous Quality Improvement principles that strive to optimize capabilities, relationships and financial outcomes.

Who I Specialize In Serving

Serious-minded investors
Growing, retired or transitioning
Executive and C-suite professionals
HNW/UHNW individuals and families
Trusts and foundations

Comprehensive Wealth Management

Investments, strategies and planning for individuals, families, organizations and multi-generational wealth

Investment Services

Personalized investment advice and comprehensive wealth management for individuals, families, businesses, key persons, non-profit organizations and foundations.

Financial Planning

Ongoing financial planning and modeling to build individualized strategies aimed to manage and preserve wealth in a way that’s suitable for you, your family or your organization.

Risk Management

Customized strategies, products and services designed with a goal to insure your wealth and your loved ones, mitigate risk in your organization or provide an income stream in retirement.

All Services