Broker Check

Trusts / Inheritances / HNW

Are you a high net worth client with investable assets of more than $2 million, or have you suddenly come into a large amount of wealth such as a lottery or inheritance? Or are you responsible for the oversight of a large amount of wealth for another person, group or entity such as a trust or endowment? If the answer is "yes" to any of these questions it is likely you require a level of investment stewardship above the average investor.

I can align you with powerful resources that can effectively assist you in managing this level of wealth. This may include separately managed accounts (SMA's) or use of Third Party Investment Advisors. I can also assist you in coordinating with requisite professionals to properly allocate, protect and meet your transfer/legacy goals.