Is this you?
I work with people whose wealth has outgrown their current advice.
Not everyone is the right fit. Here is who I am built to serve.
The High-Net-Worth Family
$2M – $50M+ in investable assets
You have spent 20–30 years building wealth. Now the complexity has caught up with the success — estate documents that haven't been updated, adult children with different financial situations, a tax bill that seems to grow every year. You need a strategist, not just a money manager.
The Woman in Transition
Divorce · Widowhood · Inheritance
Your financial situation just changed completely — maybe overnight. You may have managed significant assets for years, or this may be the first time you've been solely responsible for a large sum of money. Either way, you need an advisor who will explain things clearly, not talk around you. I hold a CDFA® certification specifically for this. I have seen this situation hundreds of times. You have not. Let me show you the way through.
The Corporate Executive or Entrepreneur
RSUs · Business sale · Concentrated equity
Your compensation is complicated and your net worth is increasingly tied to one company or one outcome. A liquidity event, an IPO, or a business sale is approaching — and you have no plan for what comes next. That is exactly when the right advisor matters most, and exactly when the wrong one costs you the most.
The Next Generation
Inheritors · Wealth builders · Ages 35–50
You recently inherited wealth, or you have spent your career building serious money and realized your current setup is not built for where you are. You want an advisor who will actually explain what is happening — and who has no product to sell you. I work with a number of clients who came to me through their parents, and have since built their own planning with me.
Not sure if you are the right fit? Schedule a 20-minute call — no pitch, no pressure.