We deliver a boutique level of personal service and attention that focuses on building a personal relationship beyond that of most financial advisors. By educating and coaching our clients at every opportunity and prepared to meet real life challenges that can encumber clients’ ability to make wise and unhurried financial decisions.
Our conversations and solutions are focused on your goals and incorporate all of your assets and liabilities, including real estate, capital markets, privately held businesses, trust and estate/insurance planning. In addition to that, we will be sure to discuss your intangibles, including your human capital, the financial security of your loved ones as well as building a legacy.
While unique in their circumstances, a typical client comes to us for a holistic and realistic financial strategy that addresses what's on their mind and in their heart. Many clients also want to avoid previous mistakes and emotional decisions. Often, they ask for straightforward advice and guidance that may be difficult to hear, but in their best interest.Our clients consist of a variety of high performers, including successful executives, successful business owners, consultants, private equity and venture capitalists, tech and other entrepreneurs, partners at law firms and consulting firms and physicians.Our sports & entertainment group focuses on professional athletes in the NBA, NFL, MLB, USA Track and Field, as well as front office staff and coaches. We also work closely with actors, musicians and models.Ultimately, we are here to provide a superior wealth management experience to clients, with a background that resonates with them. It would be our pleasure to assist you with the same measure of passion and professionalism.
CFP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
