Total Wealth Management
Our holistic approach enables us to maintain your financial plan, manage your investments, and watch over every aspect of your financial life.
Financial Planning
From budgeting to retirement, and everything in-between, we’ll collaborate in creating a financial plan that evolves along with your ever-changing needs.
Investment Management
Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.
Why Choose Me?
Experience, Focus, Integrity, Professionalism
As a partner of Client Centric Wealth Management, I provide concierge wealth management and financial planning services to wealthy families and growing businesses. However, close to my heart are young professionals. With firsthand knowledge of the challenges we face, I equip my hardworking Millennial clients with the tools they need to approach today’s economic realities and succeed. Working with my peers has never been about account balances or selling financial products. It’s about having someone willing to invest in them today and help build a solid financial foundation for a lifetime.
Get Started with Purpose Driven FInance
What stage of life are you at right now?
What to expect when working with me
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Organization
I will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
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Accountability
I will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
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Objectivity
I bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
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Proactivity
I work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
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Education
I will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
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Partnership
I will attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.
Recent Posts
How Millennials Can Get a Good Start on Retirement Planning
4 Mar 10:10 pmSome simple steps may make a major financial difference over time. Provided by Ty C. Hodges, CFP®...