If you’re in your 50s or 60s, have at least $1,000,000 in investable assets, and want a single advisor to oversee your entire financial life, we may be an excellent fit. I work with successful business executives and entrepreneurs who are looking to simplify complexity, reduce risk, and gain confidence as they approach major life transitions.

Unlike most firms, I manage all investments personally and in‑house. You work directly with the person making decisions about your portfolio — not an outsourced manager or a generic model. I build concentrated portfolios of high‑quality companies with strong balance sheets and capable leadership.

Beyond investment management, I coordinate and oversee your entire financial picture. This includes estate and trust planning, tax‑efficient strategies, risk identification, retirement income planning, and ongoing guidance as markets, life, and priorities evolve.

To book a 30-minute, no obligation zoom or phone call