As a financial advisor, my approach to investing revolves around what matters most to you. Together, we will identify and prioritize your goals - whether that involves general investing, planning for and funding children's educations, ensuring money lasts though retirement, covering potential health care costs, or preserving capital. We will then build a personalized financial strategy that aligns with your unique goals and values, helping you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.