A plan tailored for you

I believe sound wealth planning is the foundation of financial success. No matter what stage of life you are in or what financial challenges you face, I can work with you to provide a highly personalized plan to help simplify your life.

Working with my financial planning team, we’ll take the time to get to know your entire financial life. As active listeners, we gather insights about your personal and financial situation so that we have a clear understanding of your objectives and priorities. Your plan will help to prioritize objectives, explain the impact of cash flow, seek out proper asset allocation, manage risk, and assess estate and charitable planning strategies.

A network of trusted advisors

Building your plan, I leverage the collective wisdom of UBS to provide the education you need to make informed decisions. I combine this knowledge with independent due diligence, diversification and risk monitoring.

In addition, I will work directly with your various advisors so that I can incorporate all perspectives into one integrated approach. My extensive network of financial professionals as well as research and analytical experts help me put this extensive knowledge to work for you.

• Estate planning attorneys
• Tax advisors
• CPAs
• Business legal counsel
• Bank representatives

With a focus on preserving and growing generational wealth, I can help to facilitate family meetings and provide the opportunity for parents or grandparents to pass along their values to future generations. Having taught young adults about the principles of investing including thematic investing, I have also served as a guest lecturer at the NYU Stern School of Business.

I understand the connections between wealth and family. Committed to having a multigenerational impact on your life, I am positioned to address every holistic family concern, including growth strategies, insurance and lending solutions, wealth transfer and preservation, and philanthropic pursuits. The focus is on your entire financial world: if people and causes are important to you, they are important to me.

Our planning process begins with a series of meaningful conversations focused on understanding your personal and professional financial goals. We then work with you to establish a comprehensive financial and investment plan that prioritizes those goals. We match the right strategy and solutions to your unique situations.

• Listen
• Develop
• Create
• Incorporate

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.