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What I do

Most advisors manage your portfolio.
I manage your wealth.

There is a difference. A portfolio is a spreadsheet. Wealth is your estate, your taxes, your family, your legacy, and your freedom — all moving at the same time. Here is how I handle all of it.

01

Estate & Wealth Transfer Planning
 

Your estate plan is not a "one and done" document. It is a living strategy that needs to move with your life — and with the law.

  • Trust review and funding confirmation

  • Beneficiary designation audit

  • 2026 exemption planning ($15M per person)

  • Multi-generational transfer strategy

  • Coordination with your estate attorney

02

Portfolio Management & Investment Strategy

At $2M+, the standard 60/40 portfolio starts to break down. I build strategies built for your actual complexity — not a template.

  • Concentration risk analysis and reduction

  • Alternative investments (private credit, real assets)

  • Direct indexing for tax efficiency

  • Separately Managed Accounts (SMAs)

  • Liquidity tier planning

03

Tax-Efficient Wealth Strategy
 

Your CPA files your taxes. I make sure you're not paying more than you should — before the year ends, not after.

  • Year-round tax-loss harvesting

  • Annual gift tax exclusion planning

  • Roth conversion strategy

  • Qualified charitable distributions (QCD)

  • Coordination with your CPA

04

Divorce Financial Planning (CDFA®)

I am one of the few Forbes-recognized advisors in New York who is also a Certified Divorce Financial Analyst. When your financial life splits in two, you need someone who has seen this before.

  • Asset division analysis and strategy

  • Settlement scenario modeling

  • Post-divorce financial independence planning

  • Coordination with divorce attorneys

  • Rebuilding wealth after transition

05

Retirement Income Planning

At $5M+, retirement is not about surviving on a 4% withdrawal. It is about designing a life your wealth can actually sustain — without anxiety about running out.

  • Tax-efficient drawdown sequencing

  • Social Security optimization

  • RMD planning and management

  • Income floor vs. investment portfolio design

  • Long-term care strategy

06

Charitable Giving & Legacy

Giving should be a strategy, not an impulse. I help clients build a philanthropic plan that is as intentional as everything else in their financial life.

  • Donor-Advised Fund (DAF) setup and strategy

  • Charitable Remainder Trust planning

  • Foundation support and coordination

  • Qualified Charitable Distributions from IRAs

  • Legacy and values conversations with family

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